Cashing in Old Life Insurance

Cashing in Old Life Insurance

Many people have asked us about old financial papers and their current worth. The questions have included what to do with old bank certificates of deposit, old stock certificates, and ancient[…]

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What Does a Financial Planner Do? Can He Bake a Cherry Pie?

What Does a Financial Planner Do? Can He Bake a Cherry Pie?

If you’ll allow me the grace of an analogy we’ll have some fun and I’ll answer our most commonly asked question, “What does a financial planner do?”

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Annuities: The Financial Swiss Army Knife

Annuities: The Financial Swiss Army Knife

From politics to religion, it’s no secret that this country is sharply divided on many issues. Remember when Republican Ronald Reagan was President and Tip O’Neal was the Democratic Leader?[…]

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Chicken Little and The Stock Market Swoon

Chicken Little and The Stock Market Swoon

It’s no secret that the stock market is extremely volatile. The only guarantee is that it will go up and down, and wide swings can make even the savviest investor nervous. Sometimes it’s enough to[…]

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Buying Domestic: Is it Worth It?

Buying Domestic: Is it Worth It?

One of my favorite stories is about a boy on the beach. After a big storm comes through he begins picking up starfish and throwing them back into the ocean. By and by, an old man walking along the[…]

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Meet Our Interns

Meet Our Interns

This summer we are thrilled to welcome nine interns to our company. A few of these wonderful high school and college kids work with us year round, but most of them are here for the first time this[…]

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Inflation and Jurassic World

Inflation and Jurassic World

  “Jurassic World,” just one of the summer’s major blockbusters, has been raking in the ticket sales. The fourth movie in the Jurassic franchise took just 13 days to reach $1 billion at the[…]

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Buried Under: Managing Your Financial Papers

Buried Under: Managing Your Financial Papers

According to the Environmental Protection Agency, Americans dispose of more than 250 million tons of trash each year, and recycle 82 million or so more. But no matter how much we throw away, we[…]

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The Immediate Annuity: Living at the Next Level

The Immediate Annuity: Living at the Next Level

In his book Living at the Next Level: Insight for Reaching Your Dreams, John Maxwell wrote, “Every time you discover something new, ask yourself three questions:  ‘Where can I use this?’ ‘When can[…]

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Fees vs. Commissions

Fees vs. Commissions

One of the most important lessons in life is learning who to trust. We feel lucky that almost all of the advisors we’ve met in the financial world are honest, hard-working folk. They are trying to[…]

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