January 9, 2015 – “Apples, peaches, pumpkin pie….” Remember that? If you once lived in a house without satellite, cable or, heck, even color television, you likely recognize this familiar jingle as part of something you shouted, before opening your eyes, when you were “it” during a neighborhood game of hide-and-go-seek you played as a…
December 24, 2014 – A year ago, we prognosticated that 2014 would be “the year of the annuity” based on financial articles we were reading at the time. Boy, was it ever! Thanks to the faith and confidence our loyal clientele continue to place in us, 2014 was Finn Financial Group’s BEST YEAR EVER in…
September 13, 2014 – Every Friday morning, when the Internal Revenue Service releases its written determinations to the public as required by law, not much fanfare is usually made of the event. (Insert chirping crickets soundtrack here) But with the release of Private Letter Ruling 201435006 on August 29, 2014, everyone involved in the resolution…
I’ve looked at life from both sides now from win and lose and still somehow it’s life’s illusions I recall. I really don’t know life at all. August 29, 2014 – Almost fifty years ago, a blossoming 24-year old singer songwriter just a few years removed from her Saskatchewan homeland, wrote a song which would…
July 1, 2014 – Your retirement safety net options just got a whole lot better. Effective today, 401(k) plan participants now can choose to dedicate a portion of their retirement funds toward the purchase of “longevity insurance,” otherwise known as a deferred income annuity, in an effort to shore up their retirement security. Here’s a…
April 7, 2014 – If you’re tired of those boring life expectancy tables that lump everyone into two categories – male and female – to estimate how long you’re most likely going to live, have we got a calculator for you. The Living to 100 Life Expectancy Calculator is a free online, interactive tool which…
April 1, 2014 – Five years ago, in the midst of the greatest economic calamity in more than three-quarters of a century, Finn Financial Group opened its doors for business with a pledge to help others “achieve maximum financial success and security through the effective use of structured settlements and other specialty annuity products and…
February 28, 2014 – For years, many “experts” in the financial advice-giving business have cautioned clients to shy away from annuities when it comes time to getting serious about retirement planning. Setting aside the possibility that this bias against annuities may have more to do with lack of education or a personal financial self-interest that…
February 7, 2014 – You don’t have to look too hard to find stories about people who are worse off because they completely undervalued the concept of planning for the future. People who choose today at the expense of tomorrow. I’m talking about people who opt for a lump sum of cash instead of the…
January 7, 2014 – Some seemingly sensible retirement planning ideas just don’t hold water when scrutinized. Take Jane Bryant Quinn’s article, “Don’t Be Too Cautious,” appearing in this month’s AARP Bulletin for instance. While the underlying premise of her article – allocating one’s retirement funds into a series of “buckets” designed to maximize retirement cash…