There are certain times that I will invoke the use of a fixed index annuity, or indexed universal life policy that have certain crediting strategies that appear too good to be true. The indexed annuity, or indexed universal life may be beneficial in certain portfolios for a portion of the overall strategy. If a client […]
Understanding All the Moving Parts Read More »
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The process of reviewing a client’s existing 401k, 403b, or other retirement plan that they have accumulated during their working time, has revealed some commonality as far as allocations between stock and bond funds. Most clients tell me that they had heard that they should have some bond funds for safety and that they really
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If you are a woman who is married, or with a male partner, there is a high probability that, at some point, you will be left to manage the finances alone. Why? Because women typically outlive their male counterparts. It is my personal experience that women are not as outspoken in client meetings as their
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In 1934, the Roosevelt administration put forth the “New Deal” which included the entitlement we know as Social Security (SS). Originally Social Security was not accessible until the age of 65. Now SS can be started at the age of 62, or even younger if disabled. When we started SS there were 42 people paying
Unintended Consequences Read More »
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