Your investments are properly managed by experts in a well-constructed and diversified portfolio and you are saving at the appropriate rate for your financial goals. You are all set, right? … Read More
7 Ways to Derail Your Investment Portfolio
Financial Planning
Annuities: Are They a Good Move?
Is an annuity a good move? It’s very confusing to determine fact from fiction with the plethora of information written about annuities on the internet. Like most everything else in… Read More
Should You Do It Yourself? Investments and Financial Planning
Smart people shouldn’t need to hire a financial planner or professional investment manager, right? After all, smart people can read and research to inform themselves and therefore they can take… Read More
It Doesn’t Go On Sale: Don’t Wait Until You’re Older for Long Term Care Coverage
“I cannot wait to pay the premiums for my homeowner’s, car, and long term care insurance policies,” said NOBODY ever. Insurance is one of those “necessary evils,” that we spend… Read More
Inherited IRAs: Don’t Touch Without First Consulting a Professional
If you have inherited an IRA, there are some important rules you must know to avoid some painful and irreversible consequences. The very first step to take is to contact… Read More
