Social Security Claiming

Social Security Claiming One of the most common planning items we help clients with is the social security claiming decision.  More often than not, we advise against the conventional wisdom of delaying the claim of social security retirement benefits.  While the early...

Annuity Rescue

Oftentimes investors find themselves with unwanted annuity products that were sold to them by an insurance agent, broker, or bank salesperson.  While some annuities are appropriate for client needs, many contain high costs and contractual provisions that can have the...

What have I done?

Jared, what is going on?  This is a question I have answered a lot lately.  Back in July, I launched an RIA firm to expand the financial planning and portfolio management business.  “RIA” is an industry acronym that stands for Registered Investment Adviser.  Prior to...