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5 Common Mistakes to Avoid When Investing in Annuities

Investing in annuities can be tricky. Since annuities are contracts with insurance carriers, you need to understand how these contracts can work to maximize the benefit they can provide to you. You also need to know how to help avoid mistakes that can occur when purchasing an annuity. There are 5 common mistakes I see  Click to Continue

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What is Annual Reset and Why do I Want it?

This is an educational video brought to you by Retirement Servicing Group and Cal Burgess. This video shows how annual reset can work within either an Indexed Universal Life policy or Fixed Indexed Annuity. This is a core concept within many safe money vehicles designed to protect your money moving forward. Annual reset is the most effective  Click to Continue

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Should a 60 Something Year Old Keep Life Insurance?

Baby Boomers are headed towards retirement. In most cases, our children are grown and the big ticket expenses like college are behind us. We are reevaluating our current financial position and goals. Do we need the added expense of life insurance? Should a 60 something year old keep life insurance? Here are 5 key reasons  Click to Continue

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What is Socially Responsible Investing?

“Putting your money where your mouth is”… it’s an idiom meaning to show by your actions and not just your words that you support or believe in something. Socially responsible investing (SRI) is similar to this. It is a positive way to help investors make financial decisions that reflect their morals, values and passions and  Click to Continue

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What is Impact Investing?

Make a list of your community needs; such as homelessness, poverty, unemployment, crime, better schools, teenage pregnancy, etc. Presently, government funds seem only to band aid these social maladies. Imagine the changes we would see if the private sector combined forces with existing efforts. Well, it’s already happening and it is called impact investing. Impact  Click to Continue

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Is Life Insurance more Attractive than a Roth IRA?

Sometimes it’s not whether one type of product is better than another, but educating yourself on both products. By learning about both products, one or the other or both may be ideal depending on what you are trying to accomplish in your specific situation. Many people are concerned about the recent tax increases for 2013.  Click to Continue

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How to Receive Social Security Benefits for Children with Cancer?

Parents, do you know how to receive Social Security benefits for children with cancer? September has been proclaimed by the U.S. Congress as National Childhood Cancer Awareness Month, marked by the thousands of families, survivors and caregivers touched by childhood cancer. Each year 13,000 children under the age of 21 are diagnosed with cancer. Families touched  Click to Continue

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