Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Friday, January 20, 2023

The medical profession refers to high blood pressure as the silent killer. In investing, the silent killer is INFLATION. The minimum return on any retirement investment must be at least equal to inflation. Here’s why. Suppose...

 

Wednesday, January 11, 2023

Most people start to think about life insurance after they’ve married and had children. That’s because the main goal of buying life insurance is usually to replace income if the buyer’s earning power is taken away by...

 

Monday, January 9, 2023

If you're like most people, most of the time, you focus your financial efforts on maximizing your current income. But it's also important to plan ahead for the benefit of your spouse if you should pass away. Here are some tips for how...

 

Wednesday, November 30, 2022

What are annuities and how do they work? Annuities are both a savings and an income investment that pays out over a period of time. It's actually a stream of income that may be designed so that you can’t outlive it.

 

Monday, November 14, 2022

If you're a state employee exiting FRS Deferred Retirement (known as DROP), you should know your options. Exiting DROP requires that you take the full amount you’ve saved… and that carries with it serious tax implications....