A few years back, I had a friend approach me at a BBQ. He had some questions about how his financial advisor was managing his accounts. Friend: “Yeah, I just don’t know if this…
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How to Analyze a Variable Annuity
Ever had a variable annuity pitched to you? Maybe you own one. They’re a popular way for many people to mix guaranteed retirement income with the growth potential of equities. But I’m guessing even if…
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Small Business and Tax Policy
For small businesses, two topics are consistently near and dear to our hearts in presidential elections: taxes and health care costs. There’s been heated debate on the issues during this election (and most for that…
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