If you haven’t figured it out already, I like lists. I don’t like failure. Aviators- regardless of their experience -all use preflight checklists due to the extreme consequences of failure in their avocation. So to keep my clients from crashing and burning, I like to promote checklists. This one is from an old American Skandia …

Ten Steps to Being a Savvy Retiree Read More »

Think You’re Leaving the “Family Farm” to the Kids? Think Again. The State of Oregon May Have Other Plans. You’ve worked hard all your life, been retired for quite a while, but now the old bod’ is wearing out and you need help. Your fixed income isn’t enough to pay for in-home assistance so you …

Asset Protection now easier Read More »

Annuities have gotten a lot of bad press lately, mainly because there are some terrible annuities out there- which I will list later -as well as some terrible “advisers” selling them. The “Top Ten” myths are ubiquitous, appearing on numerous websites such as http://www.annuitiesinstitute.com These myths appear to be propagated principally by journalists, none of …

Annuity Myths Read More »