December 31, 2013 – According to the recently published Fidelity 2014 New Year Financial Resolutions Study, 54% of you are making financial resolutions for the coming year. While we can’t help you save more, spend less or pay down debt – the top three financial resolutions cited in the study – there are two specific…
December 23, 2013 – It’s always nice to read something that gives you reason for optimism as you prepare to change calendars and head into a new year. An article in today’s InvestmentNews caught our eye because it predicts 2014 could “be a big one” for a certain financial option near and dear to our…
December 5, 2013 – If you’re among the lucky ones, you had some retirement money saved up in your 401(k) or IRA in 2008, lost a bunch of it in the ensuing Great Recession years, gutted it out through 2013 and now have recovered most, if not all, of the wealth you originally watched evaporate….
Click on the Smiley Face . . . . . . to be transferred to our November 15, 2013 newsletter where you can learn about two choices you can make that are scientifically proven to make you happier.
“Substitute me for him – Substitute my coke for gin – Substitute you for my mum – At least I’ll get my washing done” – Pete Townshend – October 4, 2013 – Ever try to find a good substitute for security? Betcha can’t. At least not on synonym.com you can’t. I tried but all I…
September 25, 2013 – From the time a person enters the workforce until one’s last day on the job, nearly all the emphasis on retirement planning centers around what a person should do to amass as much money as possible. For essentially one’s entire work life, the goal is the same: Save as much money…
September 4, 2013 – Sales of deferred-income annuities, the exchange of a lump sum today for a future guaranteed fixed cash flow at some point in the future, have increased 151% in the first six months of 2013 versus the same period a year earlier. The total deferred premium sales ($930 million) is still less…
From our August 19, 2013 Newsletter: We’re Published Again “Taxable damage awards and the use of structured settlements” appears in the August, 2013 issue of: “The magazine for Northern California Plaintiffs’ Attorneys” Click [HERE] to read the article online In 2013, our firm has been exceptionally focused on the the topic of structuring taxable settlements,…
August 16, 2013 – Remember our blog post from January when we cheered the fact that the 10-Year Treasury closed above 2.0% for the first time in almost six months? Dramatic Interlude: That’s OK, that’s what we’re here for. Here you go: 10-Year Treasury Closes Above 2% Back then, we gave you three reasons why…
August 12, 2013 – If you were hosting a party and wanted to make sure your guests left your house with great memories of fun times and plenty of belly laughs, the American Academy of Actuaries likely wouldn’t top your list of potential entertainers. Real or imagined, this group has the reputation of being nothing…