September 28, 2015 – If you’ve been sitting around waiting for interest rates to rise in a meaningful way sometime soon, a recent report from the Executive Office of the President of the United States might give you an unhappy pause. Not that a reading of “Long-Term Interest Rates: A Survey,” published July, 2015, predicts…
September 14, 2015 – Even some of the staunchest Beatles fans are surprised to learn that one catchy tune from the Sgt. Pepper’s Lonely Hearts Club Band album about reaching a certain age was one of the first songs Paul McCartney ever wrote, by some accounts as early as age 16 when the band was…
September 10, 2015 – Despite ongoing efforts by many in the financial planning community-at-large to downplay the importance of annuities in helping people address their retirement financing challenges, unbiased research keeps surfacing, leading astute retirees and retirees-to-be to the exact opposite conclusion: Retirement annuities can be very, very good for you! Today, I’m pleased to…
September 3, 2015 – Of the nine categories of fixed annuities tracked by LIMRA Secure Retirement Institute, only one has shown a positive trend over 2014: Structured Settlements. An estimated 46.2 billion dollars’ worth of fixed annuity contracts were issued through the half-way point of 2015 and the data reveal that structured settlements are up…
August 18, 2015 – In furtherance of our ongoing commitment to do our absolute best to help clients navigate the complex and often daunting personal injury pre-and-post-settlement resolution process, I’m proud to announce today that I am officially among the first in the country who can formally lay claim to the title: Master’s Certified Structured…
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…