It’s mid-April, and tax season is behind you. Uncle Sam has reached into our pockets and taken what he can, and now it’s time to try and find some extra money. When was the last time you reviewed or shopped…
Recently a nice couple named Mr. and Mrs. Midwest came into the office and wanted a review of two annuities that were purchased by Mrs. Midwest’s mother. She had purchased the annuities eight years ago, when she was in her…
Have you ever had buyer’s remorse after purchasing insurance or making an investment? Did you ever buy a financial product and wonder, “was this the best deal for my situation? Was the advisor really steering me down the right path?”…
Have you ever thought that you have been sold insurance or even over-sold by an insurance agent? This could happen when you’re buying life, health, or property insurance. This is a common question, concern, and complaint that financial advisors hear…
The holidays are over! Our New Year’s resolutions have been set and probably already broken. The cold weather has settled in, and will be with us for the next couple of months. You know what that means, don’t you? It…
