July 29, 2015 – Investors call it leverage. Taking (or borrowing) money from one source in an effort to multiply gains or address other financial objectives. Outside of the stock market, leverage need not be motivated by desire for profit, however. Sometimes it’s just about balance. Take the following hypothetical example based on a true…
July 8, 2015 – Just wanted to take a moment to pass along the attached advertisement appearing in this month’s issue of Trial which we have been authorized to share with our clients. MetLife is one of the excellent life markets we are proud to represent and we are appreciative of their efforts to…
June 25, 2015 – Please join us in urging Congress to pass Senate Bill 349, the “Special Needs Trust Fairness Act of 2015.” The bill, introduced by Sen. Chuck Grassley (R-IA) earlier this year, is supported by the National Structured Settlements Trade Association (NSSTA), the Special Needs Alliance, the National Academy of Elder Law Attorneys,…
June 18, 2015 – So you’ve saved a bunch of money during your working life and are finally getting serious about making some decisions about how to make sure this gob of money lasts for as long as you do. Maybe you’re lucky and worked for an employer that still offered a pension. Social Security…
May 29, 2015 – Hopefully the hook worked and you’re reading this post to find out what possible connection could exist between superstar recording sensation Taylor Swift and Structured Settlements. Truth be told, there are probably about 535 connections and you can find them all in Washington, DC every so often. It turns out, in…
From our May 28, 2015 Newsletter With the structured settlements industry recently concluding its best first quarter since the Great Recession officially ended six years ago, 2015 is shaping up to be a banner year for successful utilization of this proven settlement option and claims resolution tool that helps so many. Wonder what’s driving this…
April 15, 2015 – Yesterday was a great day for annuities! According to a report in InvestmentNews, Ken Fisher is leaving the building. You may have never heard of Ken Fisher but you’d be hard pressed to miss him if you’ve ever spent any time on Google trying to figure out what to do with…
April 1, 2015 – Although most of our clients have come to think of the Finn Financial Group as the people who help them meet their 21st century future financial security needs, it is with great pride that we pause today to pay tribute to our firm’s original founding father who, on this day in…
March 16, 2015 – Demonstrating that good news often travels in threes, I’m pleased to unfurl the attached triad of recent links which point to “smooth sailing” for the life insurance industry in 2015: A.M. Best: U.S. Life/Annuity Health Rating Outlook Remains Stable Fitch: Stable Outlook for Life Insurers in 2015 Moody’s outlook for…
March 2, 2015 -With Superbowl XLIX recently concluded, if you played for the New England Patriots, CONGRATULATIONS! Earning a Superbowl ring puts you in very elite company. With the 87th Academy Awards now behind us, if you were among the select few to take home an Oscar, CONGRATULATIONS! You own a rare piece of hardware….