Almost weekly I speak with someone who believes diversification means using multiple financial advisory service firms to get a diversified portfolio. Upon further examination, I find that more often than not the exact opposite of this assumption is true. Let me explain.
Father’s Day is a time to honor our dads, as well as I believe, the men who have been father figures to us. This is especially true for those whose biological father was never around, or lost in a tragedy.
As you get closer to the finish line of life, it’s important to start thinking about your wealth distribution in three different ways.
It is estimated by many sources, that for the last few years approximately 10,000 Baby Boomers are retiring daily in our country. This is expected to continue for at least the next ten years.
Over the years, and in increasing numbers, I have had clients contact me about an opportunity they have received for a fixed indexed annuity. These annuities are heavily marketed by mail, radio programs, and through free seminars at steak houses as the one-size-fits-all financial product for retirement income. I decided to share this article because […]