Keys to Retirement
Are you prepared to retire? Do you have everything in order so you can retire? You do not need to hire a bunch of professionals to manage your retirement nest egg. But at some point we all do need to [...]
Steady Income from Annuities
Are you between the ages of 55 and 64? Are you preparing to retire in the coming years? Have you saved and invested well enough to provide an income stream in your retirement years? As nothing in life [...]
Basic Estate Planning
Do you think estate planning is for the rich? Do you think you are too young to be thinking of estate planning? Well there are seven simple steps anyone who cares about their family needs to take to [...]
Year End Planning
Do recent tax changes affect you? Are you over exposed in bonds and fear interest rate risk exposure? Do you need to assess your tax situation? Is it time to re-evaluate your insurance needs? You may [...]
Annuities as a Supplemental Income Source
Are you a Baby Boomer who is about to retire or maybe you have recently retired? Regardless, you are most likely looking at your golden years and wondering do I have enough money to last me in my [...]
Preparing for College
Are you the parent of someone who will be going to college? Are you a current college student? Are you a grandparent of future college students? How can you prepare for college in a tax advantageous way [...]
Rebalance your portfolio or not?
As an individual investor you face the prospect of protecting your investments with little or no support from a professional advisor. If you are like me, you have to ask yourself what should I do about [...]
Investing in Emerging Markets
What do you do if you are a younger investor looking for opportunity for some serious growth and can handle more than average risk? In my opinion I would look to emerging markets now as they have been hit [...]