August 9, 2012

Interesting facts about Long Term Care

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

Roth versus Traditional IRA – the hidden assumption

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

Dividend Investing

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

Are Indexed Annuities bad products?

Like all other financial and insurance products, indexed annuities work well for some people but very badly for others.
January 17, 2011

Bond funds versus individual bonds

Investors can use individual bonds or bond funds in their portfolios. This post contains a brief summary of their similarities and differences.