You are invited to explore David’s articles highlighting often overlooked financial concerns. Click the titles below to open the articles in a new browser tab.
This article explores one of the hidden “budget busting” costs that can wreck carefully crafted financial plans. Just when we think all things have been properly considered, the costs of Long Term Care can raise it’s ugly head.
Ever wonder what drawing from a retirement account and having the market decrease at the same time does to your Golden Years?
“After a productive and too often strenuous lifetime of work, the time comes when we want to rely on the dollars we’ve saved and the income for which we have planned. Many of us saved in qualified funds retirement accounts, such as 401 (K)s, IRA, and Keoghs. Contributions ……”
“From time to time clients ask me for an analogy about what Fixed Indexed Annuities are and how insurance carriers can provide upside potential and growth while insulating the annuity owner from downside market risks. An analogy from the world of real estate investing may help understand …..”