Insurance

NEW ANNUITIES I AM NOT MUCH OF A FAN OF VARIABLE ANNUITIES.  Primarily because I don’t believe that most people need to insure their investments.  Nor do I think the value of future [...]

HAVE YOU EVER HEARD SOMEONE SAY THEY MAKE MORE MONEY IN RETIREMENT THAN THEY DID WORKING?  I have – many times.  While it’s not common, it happens. How so?  Who are these lucky [...]

How closely does this (profanity warning) classic line from Glengarry Glen Ross or scenes from The Boiler Room resemble the meetings or sales tactics of the modern financial professional?  Sorry [...]

WE SHOPPED AROUND!  Nothing too complicated.  A better question might be why did it take us so long to do this.  Unfortunately, I was under the impression that once you were with a carrier, and [...]

SO, YOUR INVESTMENTS ARE DOING WELL.  The “markets” have been going up for several years – they are on a roll.  We are in the midst of one of the best periods of investment [...]

Does this sound like anything you might have heard?  ”We offer the most comprehensive approach in a new paradigm of total portfolio management.  So you don’t have to, we continuously monitor the [...]

Do you understand what your advisor tells you?  Or what you hear in the financial press?  Really?  Or do you just nod your head when they start to use terms or phrases that you are not familiar [...]

For years I have felt that Long Term Care Insurance is an important tool that people can consider to protect their assets.  I encourage my clients to evaluate the cost and benefits of a policy [...]