Talking about Annuities

Talking about Annuities

Talking about Annuities In this month’s issue, I would like to discuss and put to rest some misplaced judgments about a widely-used financial strategy. I’m talking about annuities. This is not a sales pitch for annuities. This is intended to educate folks about what...
Financial Tip June 2018

Financial Tip June 2018

Happy June! Yay, no more school zones for a while. Watch out for more kids on the road though. So, this month I thought I would focus on one of the most important aspects of retirement; outliving your assets. I know, for most of us, this hits a nerve. We work our...
Financial Tip May 2018

Financial Tip May 2018

Hey Marc! How will the tariff wars affect the stock market? Should I get out? What should I buy? All good questions, for a person in the growth phase of life. Our clients, for the most part, are in the “I can’t afford to lose money” phase of life. So, perhaps a...
Financial Tip April 2018

Financial Tip April 2018

Is the person that you bought your auto insurance from always trying to sell you a life insurance policy, or already did? They have a life insurance quota to keep their job or agency! Did you need life insurance? How many companies did they show you? How do you know...