August 9, 2012
One of the most common questions I get when preparing financial plans for people near retirement is about long term care insurance. As I talk with […]
April 16, 2012
It’s almost tax day, and as usual we are seeing a lot of articles about whether people should use a Traditional IRA or a Roth IRA. […]
March 15, 2012
In the last year or so, I have seen a renewed interest in “dividend investing”. Dividend investing means that people select what stocks to buy based […]
January 31, 2011
Like all other financial and insurance products, indexed annuities work well for some people but very badly for others.
January 17, 2011
Investors can use individual bonds or bond funds in their portfolios. This post contains a brief summary of their similarities and differences.