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The World Economy And You

December 13th, 2015

There are many factors that play into the market on all ends, from holidays, to manmade and natural events; there are many variables that can affect you and your investments. To know weather your investments will be safe or not it is vitally important to know these variables and recognize how if at all they […]

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Some Rules Are Meant To Be Broken

November 23rd, 2015

There are general guidelines to almost any practice, Financial Advisors aren’t an exception. There are general rules for investing and estate managing which financial advisors usually adhere to. However some of these guidelines have been dumbed down. These rules have been simplified to a point where they lack enough flexibility to work with the forever […]

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Economy Update

November 2nd, 2015

                Every day the current events around the world have some sort of effect on the U.S. economy for better or worse. From new home sales to the economy of Japan, these current events have an impact, small or large, on the U.S. as an economy and as individuals.                 One thing that should be […]

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No Progress In Sight

September 22nd, 2015

Keeping an eye on the economy is an important aspect of planning your finances for now and the future. With so many different aspects to retirement, small changes in the economy can have large impact on you specifically, whether it be in your future plans or in your present investments. With the economy still recovering […]

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Equity Indexed Annuities

August 31st, 2015

For those who are interested in investing their savings in the stick market but are worried about losing their hard earned cash, there are options for you. One of the safest of these options is an Equity Indexed Annuity. As crazy as this sounds These types of annuities profit you money when the stock index […]

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Social Security Benefits

August 9th, 2015

Social security, Uncle Sam is finally ready to pay you back for all of your years of generous patriotic contributions. Why waste a second waiting to receive that hard earned check every month, well actually there are a few reasons. For instance just by waiting to collect until age 66 a higher earning client can […]

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Duties of A Successor Trustee

July 27th, 2015

For those who have been involved in the process of a living trust whether it be through work or through relationship, understand how important the choice for the successor trustee is. Deciding who you want to be responsible for all of your possessions when you are no longer able to can be a difficult decision […]

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Advisor Vs. Broker

July 19th, 2015

When it comes to your lifetimes worth of savings, homes, retirements, and the future of your loved ones, it isn’t that hard to see why many people would be uneasy when it comes to the hands in charge of your assets during the process of estate planning. Some people choose to handle these affairs themselves, […]

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Funding A Living Trust

July 13th, 2015

When it comes to creating a living trust there are many steps to the process and many things that one must consider when drawing up the document. However none of these steps are more important than the funding of the trust. The funding of the trust is the most vital and important part of the […]

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Powers of Attorney

June 24th, 2015

                Have you ever wondered what would happen if you needed to make an important decision whether it be financially, medically, or legally, and you just weren’t able to do it?  How would you ensure your interests when you aren’t there to protect them yourself, such as being […]

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