An area often overlooked is the intermix of grief and money. Coping with a loss can present challenges when managing money and making...
READ MOREAnnuities Schmuities
by Audrey Mines | Nov 2, 2021 | Annuities & Insurance, P&A Articles
The title of this post is a phrase I’d like add to the urban dictionary. The definition would be similar to “buyer beware” or “proceed with...
READ MOREWhat you need to know about annuities
by Jon Sevenker | Jul 16, 2019 | Annuities & Insurance, P&A Articles
Over the last year, we’ve had a noticeable uptick in questions about annuities. Most are coming from prospective or new clients who were sold...
READ MORESIPC or ROTFL, which is your favorite acronym?
by Trey Pittenger | Aug 15, 2018 | Financial Planning, P&A Articles
We live in a world of acronyms. TBA, IDK, BTW and my personal favorite ROTFL. You might have to Google that one. In the world of investing,...
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