For Immediate Release: August 7, 2013 Newport Beach, CA – The Finn Financial Group proudly announces that it has been honored with a 2013 APEX Award for Publication Excellence in the Education & Training Electronic Media category. ” . . . based on excellence in graphic design, editorial content and the ability to achieve overall…
June 21, 2013 – While still a very long way from ever becoming law, the Lifetime Income Disclosure Act (H. R. 2171) was introduced in the United States Congress last month seeking to amend the Employee Retirement Income Security Act of 1974 (ERISA) to include disclosures on lifetime income. The bill was referred to the…
June 20, 2013 – You sock away as many hard-earned dollars as you can spare, invest in a solid low-cost mutual fund or follow your advisor’s investment recommendations in anticipation of some day being able to convert your next egg to a retirement cash flow that will help support you and your family comfortably after…
May 24, 2013 – Shortly after I posted my blog on Structured Attorney Fees earlier today, the following MarketWatch article popped up on my in-box: “3 money moves to beat back higher taxes – How to navigate new rules and put more cash in your pocket” Money Move No. 1 from this Dow Jones affiliate…
May 24, 2013 – Message I received earlier this week from a long-time plaintiff attorney client after I assisted him and several of his co-counsel with placing some structured attorney fees: “Thank you, Dan, for being so great to work with the last 20 years.” Talk about a nice way to end your day! Receiving…
May 15, 2013 – A note of appreciation to one of my colleagues in the structured settlements industry and best selling author, Don McNay, for calling my attention to an interesting article appearing in The Lane Report, a periodical focusing on business and economic issues in and around Don’s home state of Kentucky. The article,…
May 15, 2013 – Expect the unexpected. Sage advice generally but a recent Ameriprise Financial Retirement Derailers Survey finds these words of wisdom to be especially true for those with retirement goals in mind. This comes on the heels of another study we referenced in yesterday’s blog, “Peace and the New Retirement Realities,” so we’re…
May 14, 2013 – Art Buchwald once said, “The best things in life aren’t things.” Baby boomers heading into retirement have taken the late Pulitzer Prize winning columnist’s philosophy to heart according to a new retirement study entitled “Americans’ Perspectives on New Retirement Realities and the Longevity Bonus.” A recognition that the rules of the…
May 13, 2013 – No sooner does FINRA and the SEC come out with warnings to, for and on behalf of people who might be considering buying and/or selling structured settlements and pensions (see our May 9 blog post) than we read about one state, Massachusetts, looking into practices of nine firms that buy these…
May 9, 2013 – You’ve seen the silly commercials. Your intuition told you there was something wrong, possibly immoral, about a company advertising on TV to buy future income payments from someone in a wheelchair at a very steep discount only to turn around and sell those benefits to others at a hefty profit. You…