A Cautionary Tale of Two Widows

Archive for December 2014

A Cautionary Tale of Two Widows

The thing that encourages me the most about being a fee only advisor, without the ability to sell commission- based insurance or investment products, is that we can focus on providing the best advice for the client. Too often I see people buying insurance in a way that, in my opinion, is not a process…

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What Social Security Will and Will not Tell You

Social Security is a very well run organization, contrary to most people’s belief. They are highly ranked as a customer friendly organization, but they are not designed to assist the beneficiary of Social Security in receiving the maximum benefit from the government program. Here are just a few simple wills and will nots of SS:…

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