My client was a 62-year-old male who worked for one of the major factories in the city. This company was offering buyouts for all of their hourly employees. Most of these employees had worked for the company for 20-30 years, so everyone was very excited...
Mrs. B. enjoyed being a stay-at-home mom while her husband worked as a pilot. She and her 3 boys (ages 13, 15, and 17) were shocked when Mr. B. got sick and passed away in his early 50s. But the family was lucky. They would...
So, you’re wanting to make some changes in your portfolio or to begin investing your money wisely, and you’ve heard of annuities, but you’re not really sure what they are or if you even need one. Maybe you’ve also heard that annuities are the best...
So, you’re smart enough to open up an Individual Retirement Account (IRA) to prepare for the time you will retire, but what if you don’t live long enough to collect your entire benefit? This isn’t a fun subject to discuss, but it’s important so that...
