Tag: insurance


  A stockbroker or wealth manager will typically take control of your entire portfolio or assets and manage them. A stockbroker, money manager, wealth management specialist, or financial advisor is a little different than a financial planner. A financial planner is someone who takes an entire ... Read More


What Is This? Saving for the future cost of college tuition of our children, our own retirement, and purchasing a home are some of the biggest financial goals that we set for ourselves in our lifetimes. One of the biggest tools that parents have for saving for their children’s college education ... Read More


Many people who once thought that they could handle the stock markets swings are quickly finding that they are truly a risk adverse investor. Five of the ten largest single-day drops in the Dow Jones Industrial Average since 1899 have taken place in the past three years. Many financial planners ... Read More


What Is An Annuity And How Can It Fit Into Your Retirement Plan Having an annuity can balance out your retirement investment portfolio. This provides you with a constant stream of income. In most cases, you can have the safety of a continuous source of income regardless of what the stock ... Read More


What Are The Differences Between A Traditional IRA And Roth IRA? There are many differences between a Traditional Individual Retirement Account (IRA) and a Roth IRA. Understanding the differences between the two types of retirement accounts can help you make the best decisions to maximize your retirement savings. There are many ... Read More


  The majority of my my blog posts are educational. I do my best to inform and empower you with knowledge. I have gotten a fair amount of feedback on my Financial Planner vs. Financial Advisor video. So I thought I might put my money were ... Read More


The department of labor is cracking down on 401k administration, the ... Read More


  Estate planning is a topic that is often overlooked and set aside by people to think about for another day. Thinking about the end of your life is never a fun topic, but having the proper estate planning documents such as a will, living trust, powers of attorney, and other ... Read More


  Why should you pick an independent fee-based over a commissioned based financial advisor? An independent fee-based financial planner has the ability to offer advice and investment options from a huge number of mutual funds and investment options. They are not required by a contract to ... Read More


If  you are  talking to your financial planner, make sure you ... Read More