Thursday, December 4, 2014 | Leave a comment
Thanksgiving is my favorite holiday. I am not sure why, but even as a child growing up in Indiana it was my favorite. When I was younger, it may have been because we were out of school for a couple of days. Thanksgiving Day was one day that Pete Shug, my swim coach for manyContinue Reading…
Estimated reading time: 9 minute(s)
Thursday, December 4, 2014 | Leave a comment
When was the last time you reviewed your will? For several years, this was my “P.S.” at the end of each e-mail that was sent. Are you aware that 75% of Americans do not have an estate plan? Are you aware that in order to have an effective retirement plan that you also need anContinue Reading…
Estimated reading time: 17 minute(s)
Thursday, December 4, 2014 | Leave a comment
In discussing annuities with people, oftentimes they think you put money into an annuity and it is difficult to get it out. But, there are several ways you are able to withdraw funds from an annuity. Some annuities have more flexibility than others, depending on if you have a qualified account (monies that have notContinue Reading…
Estimated reading time: 11 minute(s)
