Retirement is a state of mind not of your age “Retirement: It’s nice to get out of the rat race, but you have to learn to get along with less. . .
Nothing is free when it comes to mutual funds Not long ago, a new potential client said to me, “My mutual fund investments are FREE, there is no fee.” This. . .
Variable annuities have fees, expenses, and charges subtracted from the annuity account value The category, an annuity is a very broad term that covers two different types of actual products. . . .
Is there any downside for gathering a second opinion? To me, the answer would be to confirm that the first opinion is correct or that we have enough information in. . .
When Planning for Retirement Four Common Mistakes Nearly Everyone Makes You may have been told by a well-meaning parent, friend, or financial advisor that you should “Save at least 10%. . .
Is Time still on your side or has it already left you Remember that beautiful song “Time Is On My Side,” it was a huge hit by The Rolling Stones. . .
Recession-proof your life by eliminating debt. “History doesn’t repeat itself, but it often rhymes.”– Credited to Mark Twain It’s well understood that boom and bust cycles are an intractable part. . .
Naming a beneficiary on an annuity can help lower probate expenses Annuities are contracts between an individual and an insurance company. Annuity contracts allow for the owner of the annuity. . .
What happens when your money dies before you? What are your options? When it comes to living a long life, most of us are of two minds. Part of us. . .
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