Monthly Archives: May 2010
529 Plans
We receive inquiries constantly about saving priorities. Should I save for retirement? What about a home or a condo? How about college? Saving for all of these combined may appear to be a daunting task, but goals for savings should … Continue reading
Annuity Overview
The word annuity conjures up multiple thoughts and reactions from multiple sources. Some advisors would say that an annuity is a “one size fits all” solution to every financial problem. Others would tell you that purchasing an annuity is equivalent … Continue reading
Recommended Books
I am frequently asked about books that people should read to learn about personal finance and the broader subject of financial literacy. Frankly, simply reading a book or two is not going to “cut it.” Will it help? Absolutely. Learning … Continue reading
A Mortgage Case Study
In speaking with clients this morning, they lamented the situation of their son who is, like many people, dealing with a substantial drop in value of his primary residence. To compound their worry, they gave him a gift when he … Continue reading