Structured Income Streams

When you’re looking to build up your financial nest egg, you have a few options. The safest route is to leave your money in a savings account, or a CD, and let interest accrue. The more aggressive option is putting it in the stock market through mutual funds,...

Premium Financing for Life Insurance

Premium Financing for Life Insurance Starting a life insurance policy is a major step in planning for your family’s future. Unfortunately, high quotes and premiums aren’t the most comforting factors. Even if you understand the importance of a quality life...

Asset Protection

Protecting Your Assets – How Much Risk Are You Really Taking? – A Risk In Sheep’s Clothing Part 1 When it comes to investment assets, everybody has their own definition of risk. The bottom line is that most people are just scared of losing their money–especially those...

Retirement Portfolio Management

If you have an investment portfolio in mutual funds/stocks or an IRA, ask yourself the following questions: Do you feel you have met your investment goals? Do you have an Investment Policy Statement? Are your fees reasonable? Does your broker have YOUR best interests...

Asset Accumulation

A thought on accumulation… If you’re retired, your goal should be asset preservation with the best returns possible – making income last as long as you live. If your 45, or 50 let’s say, you are likely in the “accumulation” stage. So many...