Did you know that 50% Baby Boomers and 55% Generation X admit being behind in saving for retirement? Worse than that, there are millions of others who don’t even know where they stand. So, if you’ve procrastinated you are not…
Did you know that 50% Baby Boomers and 55% Generation X admit being behind in saving for retirement? Worse than that, there are millions of others who don’t even know where they stand. So, if you’ve procrastinated you are not…
If you read the paper, it doesn't take long to see that investment scams are on the rise. It makes you wonder whom you can trust. And when it comes to your money no one wants to take any chances…
With every year that passes, our cash or fixed assets lose value because of inflation, and the cost of our necessities continue to increase.Older Americans can remember the times when interest rates were low, and the word inflation was rarely…
First, Why Do People Want To Avoid Probate? Most people want to avoid probate for two reasons. First, because assets are frozen and not available to heirs during the year or more it takes for probate to be completed. Remember,…
From the times of ancient history, until today, the concept of insurance has worked relatively well, despite the necessary “paperwork,” detail coordinating, departmental processing and occasional investigating. The “Code of Hammurabi,” from Babylonian laws, dating back to 1700 BC, contained…
One of the most common questions we get from people who are starting or approaching retirement is when should I begin taking Social Security? It isn’t a surprise, as there are so many factors that affect this decision. Most people…
According to the National Association of Unclaimed Property over $32Billion Dollars is currently being safeguarded by state treasurers and is just sitting there waiting to be claimed. The problems are that most people just don't know the money is there…
When talking to many of my new clients, one of their biggest hesitations to work with meis that they already have a "Financial Advisor." However, after really talking to them andgoing over their situation with them, they realize they don't…
Like too many things in life, after we finally realize that we need to prepare a will to protect our estate, and then have the will prepared, we think of it as a finished task, put it on the back…
