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I Hate Annuities

This is a myth.  I don’t use some of them, the expensive ridiculously high commissioned restrictive poorly performing ones.  But I agree with the authors of the article below:  I neither like nor dislike “annuities” as a class because they are a widely divergent collection of financial tools.  Some are indespensible and some are useless.  …Read More


Financial Abuse of Seniors Isn’t Really a Problem

I want to remind you again, especially with this title, that the titles of these posts are myths.A recent article in Financial Planning Magazine detailed the red flags that regulators look for to catch and prevent financial abuse of seniors.  Here they are, summarized by me: Taking too much risk with the senior client’s money …Read More