Massive Makeover!

What about this “massive makeover”? It simply means I’m no longer just a purveyor of all things investment/insurance, e.g. mutual funds, annuities, stocks, insurance etc They have all become low cost commodities, available everywhere and...

A Man is Not A Financial Plan

Do not rely on the man in your life, or the future man, to provide your financial security. With the deck stacked against you in so many ways, you must form your own plan. For the litany of challenges you face, look at what the statistics say. *On average women earn...
Beware, The Annuity Salesman Cometh

Beware, The Annuity Salesman Cometh

Be on guard, for the annuity salesman cometh, and he/she is poised to take advantage of you, your lack of knowledge, and yes, even your fears. This breed of salesperson is most often seen at luncheon and dinner seminars, which are marketed heavily to retirees, for...
Widowed, Ripped Off, and Alone

Widowed, Ripped Off, and Alone

She’s an intelligent woman, seemingly well to do and living in a high rise condo in Florida. Retired, active lifestyle, involved in many activities with her friends, giving of herself to her community, church, and local charities. She did everything right, at least...
Annie’s Story: Early Retirement Gone Bad

Annie’s Story: Early Retirement Gone Bad

She retired young, 49 to be exact, and made the big move from the dreary rain soaked Northwest to the land of palm trees and eternal sunshine. But all was not well, and the consequences of misguided judgment would soon come home to roost. Annie had been in banking for...