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
Catch of the Day Blog
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.”
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.”