Monthly Archives: July 2010
IRA Transfer vs Rollover
One of the biggest mistakes consumers make is in the area of IRA rollovers. Typically, when this happens, paperwork is generated by the trustee of the plan so the funds may be rolled over to an IRA. A rollover may … Continue reading
Three Examples of a”Single Life Annuity”
Annuities represent as much misunderstanding as any product or service in the financial services industry. The primary reason is that no two situations are exactly alike, as no two person’s level of risk tolerance and suitability are exactly alike. For … Continue reading
What Kind Of Life Insurance Do I Need?
Life Insurance is one of those subjects that conjure up the need to take a Zantac primarily because it reinforces the adage that the only thing certain is death and taxes. Nobody likes to talk about mortality, especially his own, … Continue reading
Three Buckets
Over the years, it has never ceased to amaze me how unorganized people are about their money, and scope of their personal finances. On the one hand, it is not brain surgery, at the same time it does take a … Continue reading
Is the government working with us?
Listening to economists wax poetic is not exactly akin to Chris Rock talking about eating disorders in Rwanda. Get ten economists and get ten different theories about why something will, or will not occur. Trying to teach basic economics is … Continue reading