Bondholders of Bankrupt Companies & 7 Bond Risks
Bankrupt Bond Companies Seniors like bonds due to the fact they'll presumably offer a gradual financial gain, diversify a stock portfolio, and are backed by the insurer’s monetary strength; however things don’t necessarily go as [...]
Financial Service Firms & Managed Accounts
FINANCIAL SERVICE PROVIDERS & TRUST What’s most significant to you when it comes to selecting a financial services provider? According to the results from many recent surveys, trust was named as the most significant issue for evaluating financial services providers; outranking client service, performance, and variety of product. But how do you judge trustworthiness? Some financial service [...]
Outliving Your Money & Annuities
OUTLIVING YOUR MONEY Could underestimating your longevity mean you’ll run out of retirement money? At age 65, the average life expectancy is 84 years for a man and 86.5 years for a woman. At age [...]
Planning Ahead For Your Spouse For When You’re Gone!
This is a delicate subject to write about. No one wants to have to plan for a time when we’re no longer here. But as an advisor to retirees, I have a responsibility to try [...]
Living To 100 & Long Term Care
LONGEVITY Live to 100. Sounds great. But what are the downsides? “How can there be downsides?” you may ask. After all, you’d have more time to golf, go fishing, and spend with the grandkids...do all [...]
Do You Know What Your House And Valuables Are Worth?
Can you lower your property taxes? There's an old saying. Take care of the pennies and the dollars will take care of themselves. I'll begin with a thought of where you can look for money [...]