Retirement
MAKE SURE YOUR RETIREMENT PLAN COVERS YOUR NEEDS AND PROTECTS YOUR FAMILY AS WELL.
Is the Coronavirus infecting your money?
This might be the time to look at finally diversifying a portion of your portfolio into something safe. My clients[...]
General Resources
Social SecuritySSA (Social Security Administration office) 800-772-1213Medicare(800) 633-4227 For information on Medicare in English and Spanish(877) 486-2048 People who require TDD or[...]
Why can’t we just call the kettle black?
I am in a business that seems to have fallen into the same undesirable, necessary evil, distasteful category as the[...]
Changes to Social Security Claiming Strategies
Changes to Social Security Claiming Strategies 1 The Bipartisan Budget Act of 2015 included a section titled "Closure of Unintended[...]
Annuities are coming to 401(k)s
The SECURE ACT will make it possible for employer-sponsored plans to add insurance products to their retirement plans.The SECURE ACT[...]
Handling Market Volatility
Conventional wisdom says that what goes up must come down. But even if you view market volatility as a normal[...]