You don’t often hear the word trillion thrown around, unless we’re talking about the U.S. debt or GDP. But there’s another number that consistently lands in the 12-zero club: the […]
As the Mutual Fund Industry Grows, So Too Do the Problems for Retirees Read More »
Let’s talk about the alphabet soup that is the financial services industry. Between the CFPs, the CFAs, and MBAs, there’s a whole lot of WTH (heck). Adding some letters to
The Myth of the “Certified Financial Planner” Gold Standard Read More »
Poll your friends and family about annuities and you’re bound to get a lot of adverse reactions. They’ll likely cite at least one of these three things : While these
Why Do People Hate Annuities? Read More »
Call it the new kid on the block. Fixed index annuities (FIA) are a more recent offering in the world of annuities and we think they’re worthy of your attention.
Here’s What to Know About Fixed Index Annuities Read More »
Necessity is the Mother of Invention We’re often asked what the difference is between a retirement planner and a financial advisor and why it’s important. But to truly understand why retirement planning matters,
The History of Retirement Planning Might Surprise You Read More »