Who Cares! 2019

Who Cares! 2019

Once upon a time, folks could rely on friends and family to take care of them in times of need. Today may be a little different, or not. Life expectancy in America continues to increase. We are living longer than in our entire history as a species. I think that’s a...
August or Disgust

August or Disgust

Happy Heat! By this time, we’ve probably seen a monsoon storm or two and gotten some much needed rain in Arizona! Nothing seems to be more wonderful than a shower to wash away the collection of dust and grime. Not to mention clearing all the allergy and stuff out of...
Fixed-Index Annuity 2019

Fixed-Index Annuity 2019

Feeling the heat? Yah, I know, it’s hot outside. Some retirees feel the heat all year long. I’m talking about the heat when your monthly bills come in. Gas, cable, internet, phone, water, insurance, and, for the next several months especially, the dreaded electric...
Its never too late! 2019

Its never too late! 2019

When I found out I had an appointment with an 82-year-old client, my first thought was what in the world can I help them with? Surely at this age, they have their Medicare, Social Security, and financial retirement plan, as well as a Trust or a Will. What could they...
Why am I Me? Loss 2019

Why am I Me? Loss 2019

As we go through life there are the positive occasions for laughter, fun, birthdays, anniversaries, graduations, marriages, and births, all of which are happy and pleasant events. On the negative side, there are the incidences of sickness, disappointment, hospitals,...