Here’s the final installment of my blog series on Financial Planning Basics. It includes a few of the most common asked questions regarding financial planning. Please feel free to contact me at any time should you require assistance or have specific questions regarding your specific situation. Staying on Track The financial planning process doesn’t end ...…
The Financial Planning Process Creating and implementing a comprehensive financial plan generally involves working with financial professionals to: • Develop a clear picture of your current financial situation by reviewing your income, assets, and liabilities, and evaluating your insurance coverage, your investment portfolio, your tax exposure, and your estate plan • Establish and prioritize financial ...…
Ask yourself the following question… Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That’s where financial planning comes in. Financial planning is a process that can help ...…
We are proud to announce that we have achieved prestigious Gold Eagle Club distinction for the 3rd consecutive year. The following press release has been issued with the details. As always, I continue to thank all of you for your support and referrals. Click Here to Read Press Release …
Market volatility doesn’t need to be scary, but it definitely requires the proper asset management strategy. Often protection must take front stage over growth when uncertainty exists. However, under the proper supervision, volatility can often mean opportunity. While we stress the benefits of annuities with our portfolio management, we continually look for ways to make ...…
February 2012 in Review Overall, while being far from “out of the woods”, the US economy showed some signs of life through February with positive growth, lower unemployment, and improved home sales. Remember that now may be the perfect time for you to review your asset and portfolio management. Protecting your wealth while it grows ...…
The White House last week strongly endorsed annuities as a needed but missing piece of Americans’ retirement plans. New rules just might set in motion some interesting retirement plan changes. Among financial products, annuities have long been a very hard sell. This is due to nothing short of the general public misunderstanding the annuity product. ...…
January revealed promising economic conditions with equities trading higher, the price of gold increasing, and oil prices holding steady. The S&P 500 was up +4.5% (total return) in January 2012, its best January since 1997. The month’s performance was better than 83% of the last 250 months (source: BTN Research). As we move into 2012 ...…
Here are some alarming statistics that suggest we take a hard look at our current level of savings and our current level of wealth management and protection. It is clear that the economic trends today lean more toward spending and less toward saving. Employing strategies to reverse this trend is critical for most American households. ...…
Statistics That May Affect Your Retirement If ever there was a case for proper retirement planning and the implementation of no-risk annuities into your strategy, perhaps these facts illustrate the point: 1. 56% of retirees polled indicate that they were NOT debt-free when they retired (Source: CESI Debt Solutions) 2. In the last 7 years, ...…
