Catch #1 – The Customer Service Phone Rep is Not a Substitute for a Good Financial Planner During a recent information gathering call, the client, a 72 year-old widow and former school teacher, … [Read more...] about Two examples of misguided advice on group annuity contracts
It pays to know the Social Security Claiming Rules
It pays to know the Social Security Claiming Rules
Social Security is a “honey hole” for financial planners. Knowing the claiming rules can be a wonderful way to provide tangible value over and above portfolio management. As part of my information … [Read more...] about It pays to know the Social Security Claiming Rules
Beneficiary Designations – Low hanging fruit in the financial planning “treasure hunt.”
Beneficiary Designations – Low hanging fruit in the financial planning “treasure hunt.”
Errors in beneficiary designations are among the most common and potentially costly planning mistakes I catch. As part of the information gathering process, I routinely ask clients to provide copies … [Read more...] about Beneficiary Designations – Low hanging fruit in the financial planning “treasure hunt.”