Archive for April 2015
Annuities: The Good, the Bad and the Ugly
The term annuity isn’t one that comes up around the dinner table on a daily basis, but it’s an important one to understand if you have reached retirement or are…
Read MoreInvesting for Your Future on a Budget
It’s never too late to save for retirement. If you are rapidly approaching your retirement date or have already retired, it’s important to have extra to save for what lies…
Read MoreA Few Frequently Asked Questions About 401(k) Plans
According to the Investment Company Institute, approximately 52 million Americans actively contributed to a 401(k) plan in 2012. Obviously these retirement plans are one of the most common ways that…
Read MoreTrack Your Spending Habits With a Money Management App
In the face of tax time, you may be looking at an unexpected surplus in the form of a tax refund — or an unexpected expenditure in the form of…
Read MorePlanning for Long-term Care in California: The Basics
As with many things in retirement and insurance planning, long-term care can be an unpleasant and uncomfortable topic. No one wants to think about struggling with debilitating illness or injury.…
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