Let us help you take control

It’s never too late to take the first step or get a second opinion. If you can envision the life you want to lead, we can help you develop a strategy to keep you on the path to your goal.

The Debt Trap

November 12, 2018 | 0 Comments

When the economy thrives, consumers tend to spend more money. Unfortunately, many Americans have a habit of spending money they...

Read More

Are We in a Corporate Debt Bubble?

November 5, 2018 | 0 Comments

2018 marks the 10th anniversary of the Great Recession of 2008. Despite a painfully slow recovery, U.S. economic growth has...

Read More

What’s Real News?

October 29, 2018 | 0 Comments

“And that’s the way it is.”   This is how Walter Cronkite signed off at the completion of his CBS...

Read More

Real Estate Update

October 22, 2018 | 0 Comments

What a difference a decade makes. After the real estate debacle of the Great Recession, home prices are now near...

Read More

Insights Into Medigap

October 15, 2018 | 0 Comments

Many Americans who enroll in original Medicare also purchase a supplemental insurance policy, colloquially known as “Medigap.” Medigap covers some...

Read More

Odds for Divorce

October 8, 2018 | 0 Comments

Every couple who decides to marry runs some risk of divorce in the future. The only way to definitively avoid divorce is...

Read More

Annuity Strategies

October 1, 2018 | 0 Comments

In a 2017 Nationwide Retirement Institute survey, financial advisors revealed some of the primary concerns of today’s pre-retirees, including maintaining...

Read More

How Market Moves Affect Investor Decisions

September 24, 2018 | 0 Comments

The National Bureau of Economic Research recently explored how continued low returns can influence saving, investing and retirement behaviors. According...

Read More

Sustainable Investing Goes Mainstream

September 17, 2018 | 0 Comments

  Invest in what you know is a common piece of investment wisdom. In the past, that advice has most...

Read More

Retirement Readiness

September 10, 2018 | 0 Comments

The Indexed Annuity Leadership Council recently published a report that included a scoring mechanism for how “retirement ready” Americans are...

Read More