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Annuities: the bad-boys of the investment world?

Thursday, September 29th, 2011 and is filed under Saving for Retirement

Let’s just get it out in the open. Annuities have a reputation for being the bad boys of the investment world. And, not in a good, Marlon Brando kind of way. For many, the word “annuity” conjures up visions of evil insurance agents lurking around every corner ready to pounce on little old ladies and their pension funds.

It’s really a shame that annuities have such a bad rap because not all annuities are created equal. And, given the recent market volatility that has done a number on many people’s retirement savings, fixed index annuities (FIA) deserve a good hard look. Read More

Long term term care insurance plan fact

Tuesday, September 20th, 2011 and is filed under Investing for Women - Did You Know?

More than 70% of nursing home residents are women yet only 14% have a long-term-care insurance plan.

To learn more about whether a long term care insurance plan makes sense for you, please contact us to set up a free consultation.