In the elitist view within cocky wealth management groups, annuities are frowned upon and viewed as a non-sophisticated overpriced product that requires no skill to own, manage, or run. And in some respects, they’re correct. But in the larger picture, these highly skilled elite advisors cannot offer one of the greatest qualities that many (if […]
Too Young for an Annuity, Think Again Read More »
That ‘thug’ request used in old movies, “give me your money or your life” makes me laugh. What if you told the thug that all your money is tied up in life insurance, and that he’d have to take your life to get your money? On second thought, he’d probably do the crime for your
Your Money or Your Life! Read More »
You probably already know where you’re going for Thanksgiving and Christmas this year. And you’ve probably already decided how much of Aunt Jennie’s secret turkey stuffing you can eat without having to overdose on Tums for relief. But have you done your tax homework with your accountant or CPA to find out if there’s anything
“Now” is the Time!! Read More »
OK, so I took a little time off this summer from my studies of the Certified Financial Planner program at Boston University. But the good news is that I only have 2-remaining modules; Estate Planning, and Retirement Planning, and am still on track to finish the education portion by mid October 2011. My, how a
