When my clients first come to me, they usually express a frustration with the status of their retirement plans and 401k’s. They are tired of losing money. Many have lost 40-50% in the last few years. It can take a decade to recoup those losses. Many are concerned with the volatility in the stock market, …
Read more »2011 Tax Summary The House and Senate have voted, and President Obama has signed the new Tax Relief, Unemployment Insurance Re-authorization, and Job Creation Act of 2010 (Tax Relief Act of 2010). The new law includes a number of tax breaks for many taxpayers. Here are some highlights that a client may wish to discuss …
Read more »Would you be interested in a super liquid financial vehicle that outperformed the market by more than 41 % over the last decade? What if I told you it was a Coffee Can? Consider this. Had you invested $100,000 into the S&P 500 on August 31, 2000, and held your position for exactly 10-years, you …
Read more »Retain Your Gains Are you concerned about market volatility? Have you lost a significant percentage of your portfolio in recent years? Still hoping the market is going to turn around? Want higher returns on your “safe” money than CD’s and Money Market accounts can offer? Watch this video to see an alternative. And then call …
Read more »Why a Safe Money Alternative? A Fixed Index Annuity (FIA) is a fixed annuity that can earn interest that is linked to the performance of a stock market index (S&P500 Dow Jones). FIA’s offer safety of principal, a guaranteed minimum return, and the ability to participate in market gains through an indexed link interest rate. …
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