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Today, August 29th, 2017, day 4 of Hurricane Harvey, I am sitting at my computer In Houston, Texas, safe and secure for the time being. At this point, I do. . .
There is an old saying about life insurance that describes why a policy is needed. “You buy life insurance because you either love someone or you owe someone.” Life Insurance. . .
Annuity Companies and how they invest. An annuity is a financial contract in which an insurance company agrees to make periodic payments to an individual, usually in exchange for a. . .
Surrender, in the context of annuities, refers to the act of terminating the annuity contract and receiving the remaining value of the contract in a lump sum, rather than receiving. . .
Retirement is a crucial stage of life—not just in terms of finances but also in personal fulfillment and security. However, achieving the retirement lifestyle you’ve always hoped for isn’t easy.. . .
The word annuity in and of itself is an enigma. What is an annuity? In its purest form, an annuity is a contract between an individual and an insurance company. . .
Forced early retirement has become a critical issue in the United States, with far-reaching economic and personal implications for all citizens, particularly lower-income seniors. This blog post will take a. . .
I hear this question with every prospective client I meet. Why? Because they expect to pay an advisor a fee to speak with them, they are used to having fees. . .
Fees Can Really Cost You When it comes to investing, every little bit counts. And while a small annual fee may not seem like a big deal at the time,. . .
“Stay committed to your decisions, but flexible in your approach.”– Tony Robbins One of the most significant pieces of financial legislation enacted in the last 50 years was The Employee. . .
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