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  • The Rule of 752: Use It To Change Your Spending Habits For A Prosperous Retirement

    Annuities, Estate Planning, Insurance, Investing, Real Estate, Retirement Planning

The Rule of 752: Use It To Change Your Spending Habits For A Prosperous Retirement

There's a gremlin nibbling away at your wealth as fast you can accumulate it. It's a real threat operating under a rather benign-sounding name, "opportunity cost."- Michael Masor Opportunity cost is a financial principle that is critical to understanding how to build and preserve wealth. Yet, most people fail to grasp its' importance for their [...]

By Michael Masor|2020-10-15T18:37:37+00:00September 21st, 2020|Annuities, Estate Planning, Insurance, Investing, Real Estate, Retirement Planning|
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  • Will COVID-19 Change The Way You Save For College Tuition?

    401(k) Rollovers, Estate Planning, Insurance, Investing, Retirement Planning, Social Security

Will COVID-19 Change The Way You Save For College Tuition?

Many things in the United States are in flux right now because of the pandemic. Perhaps nowhere is the uncertainty and confusion more apparent than in the US education system. As a parent or grandparent, you obviously want to give your kids the best possible chance of success in life. Until recently, the path to [...]

By John Ripley|2020-07-30T23:44:35+00:00July 30th, 2020|401(k) Rollovers, Estate Planning, Insurance, Investing, Retirement Planning, Social Security|
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  • Living Longer Sounds Nice But Can You Truly Afford It

    Annuities, Estate Planning, Insurance, Investing, Real Estate, Retirement Planning, Social Security, Taxes

Living Longer Sounds Nice But Can You Truly Afford It

"Many people who carefully plan for their income needs in retirement do so based upon a fixed retirement horizon of average life expectancy and thus might give short shrift to the significant probability of living longer." - American Association of Actuaries Blues legend Albert King once observed, "Everybody wants to go to heaven, but nobody [...]

By Harry Abrahamsen|2020-05-19T20:48:50+00:00May 19th, 2020|Annuities, Estate Planning, Insurance, Investing, Real Estate, Retirement Planning, Social Security, Taxes|
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  • Some Light At The End Of The Tunnel

    Annuities, Estate Planning, Insurance, Investing, Retirement Planning, Small Business, Uncategorized

Some Light At The End Of The Tunnel

How much longer is the pandemic going to last? TV anchors and various media pundits have all been giving their opinions and asking whomever they could when will the Coronavirus pandemic be over. When will their lives return to normalcy and when will the stock market finally bottom?   And even suggesting financial questions to [...]

By Ray Cessna|2020-05-18T22:46:16+00:00May 13th, 2020|Annuities, Estate Planning, Insurance, Investing, Retirement Planning, Small Business, Uncategorized|
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  • In Troubled Times Focus On The Good

    401(k) Rollovers, Annuities, Financial Planning, Insurance, Investing, Taxes

In Troubled Times Focus On The Good

As we enter new and dangerous waters, there are many new questions and concerns we’ll need to re-visit. Not only is our health at-risk daily, but so is our livelihood. Retirement, whether you’re already there or are approaching it, may face drastic, never-before-seen adjustments. Our personal goals and values may need adjustment too. And, perhaps, [...]

By Jay Winestein|2020-04-21T20:35:36+00:00April 15th, 2020|401(k) Rollovers, Annuities, Financial Planning, Insurance, Investing, Taxes|
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  • Are You Ready If The Market Crashes?

    Financial Planning

Are You Ready If The Market Crashes?

How to prepare for the next stock market crash.

By Philip Richardson|2020-08-05T22:05:21+00:00February 14th, 2020|Financial Planning|
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