By David Donhoff Another economic canary died… anyone noticing? I am… It’s no secret that falling behind on student loan payments can squash a borrower’s hopes of building savings, buying a home or even finding work. Now, thousands of retirees are learning that defaulting on student-debt can threaten something that used to be untouchable: their Social Security benefits. The government’s ...Read More »
By John F. Nichols MSM, CLU Summary: Most people agree that protecting personal income with disabili...
By Edward J. Waldron, In conjunction with Lincoln Financial Advisors Business owners invest signific...
The Las Vegas Medical District is evolving as one of Southern Nevada’s most important healthcare and...
A captive insurance company is created to insure the risks of a specific business. Even though a bus...
By David Lockey Thought about making a practice shift toward something less stressful, but also less...
It is all semantics and what it really means is some physicians will stop practicing, there will be less people wanting to go through medical school and smaller practices may find it hard to sustain themselves. There is no question that some serious overhauling needs to done to the current state of health care in the United States, but is ...Read More »
Tell affluent client prospects about why an annuity is critical to a balanced portfolio for achieving financial planning objectives and their eyes are likely to roll. How, they might ask, can an annuity–a product commonly used by mid-income households to cover basic expenses in retirement–compare with the many alternative investments available to the wealthy? The better educated among the affluent ...Read More »
Betty Doll, MBA, CLTC Local newspapers, national journals and financial publications have all recently carried articles regarding the changing demographics in the United States, the rising costs of health care and the limitations of our Medicare and Medicaid systems. As more Americans reach their 50’s and beyond, they are considering a range of products and services that can keep them ...Read More »
Planning ahead for financial security By Robert Tramont By asking the right questions, you can allow your advisor to take the proper action and avoid that dreaded question: “What happened?”. Below is your guide to doing a “check up” of your plan. Hire an attorney, Certified Public Accountant, and financial advisor with good track records and be sure they will ...Read More »
By: Robert Tramont Have you ever been asked by your advisor if you would prefer to save your money or invest your money? There is a high probability you’ve never been asked that exact question. Most advisors may have told you to have a savings and invest the rest of your money. They may say things like “you need to ...Read More »