Financial Strategies for Families, Business Owners, and Investors
Officially called the "2019 Annual Report of the Board of Trustees of the Old-Age and Survivors Insurance and Federal Disability Insurance Trust Funds" But for us regular folks, the 2019 Social …
Continue Reading about 2019 Social Security Report Released Today and, uh… wow. →
Part 2 of 2 In Part 1, “Questions to Ask BEFORE Applying for Life Insurance” we offered some guidance on: choosing life insurance companiesevaluating types of insurancepolicy time …
Continue Reading about Questions to Ask AFTER Applying for Life Insurance →
Part 1 of 2 Nobody wants "buyer's remorse" when it comes to something as important as life insurance. And yet, it's something I hear all the time; policy owners who wish they knew what they know …
Continue Reading about Questions to Ask BEFORE Applying for Life Insurance →
Misleading risk profiles in most qualified plans can cause big problems down the road. Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and …
Continue Reading about Risk Assessment Questionnaire – Don’t Be Fooled →
Some investors mistakenly believe that bonds can’t or won’t lose money If you’ve been paying attention, you’ll know that bonds aren’t what they used to be. Values are declining, risk is up, investors …
One of the biggest fears people have is running out of money in retirement. And for many Americans, this is a very real risk, not an irrational phobia. If you are a reasonably healthy 65-year-old …
Continue Reading about 6 Strategies for More Income in Retirement →
