September 2023: Truth or Myth? Understanding Annuities
The world of finance is full of perceptions and misperceptions about annuities. As an overview, annuities are a broad category of financial instruments that is [...]
March 2023: The Effect of High Interest Rates and Diversification on Investors
Most of us are familiar with this saying: Don't put all your eggs in one basket. Diversification is important, to be sure, but it's also [...]
February 2023: Which Financial Instruments are BEST?
Financial planners often get asked, "What is the best financial product?" One way to answer that is with a very familiar example. Let's say a [...]
August 2022: Understanding Annuities, Truth vs. Myth part 2
A tool isn't good or bad. It depends on how you use it. Annuities are one very misunderstood tool, in part perhaps because of their [...]
July 2022: Understanding Annuities, Truth vs. Myth part 1
The world of finance is full of perceptions and misperceptions about annuities. As an overview, annuities are a broad category of financial instruments that is [...]
March 2022: Components of Financial Planning
A comprehensive financial plan needs to be more than just investments. In this month's Facebook SERIES, we'll give you a quick overview of the key [...]
February 2022: Speaking the Same Financial Language as Your Spouse
Ever think you and your spouse are speaking different languages when it comes to financial goals, planning, and spending? We spend/save/invest/ and plan based on [...]
December 2021 – Annuities 101
Annuities are a tool. Misunderstanding around annuities has been a common theme as we work with individuals and rub elbows with other advisors. As any [...]
What Is an Interest-Only Mortgage?
Homebuyers considering an interest-only mortgage now face tougher requirements. If you lived through the late-2000s housing crisis, the phrase “interest-only mortgage” might make you shudder. [...]
