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Caveat Emptor When Buying Annuities

The financial services industry has done a poor job with making things simple and easy to understand for the majority of the public. There are 50-page mortgage documents, 100-page fund prospectuses, and we currently have an unnecessary and onerous debate…

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Can You Have the Retirement You Want?

For many Americans, the answer to the question above remains as intimidating as it is elusive. While the question itself is simple, the answer remains complex, ever-changing, and the cause of much fear and anxiety for those nearing retirement age.…

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Financial Plans are a JOKE!

"Plans are of little importance, but planning is essential." –Winston Churchill "Plans are nothing; planning is everything." –Dwight D. Eisenhower "Everyone has a plan until they get punched in the face." –Mike Tyson It is time that we recognize that…

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