Archive for November 2013

4 Items to Review During Retirement

Items to Review During Retirement Analyze your current portfolio.  How much risk are you currently taking?  What is the amount of volatility you are willing to accept and does your portfolio reflect that?  If you know that you cannot bear more than 10 percent fluctuation when the market is down, is your portfolio positioned accordingly?…

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Cash Value Life Insurance – Advantages and Disadvantages

Cash Value Life Insurance – Advantages and Disadvantages Cash value life insurance has been a big controversy amongst financial planners over the years.  Some say it is a great tool because you can build a retirement account to offset your retirement income on a tax free basis.  Others say it is a terrible investment because…

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