//July

Can I Name A Minor As My Beneficiary?

By |2018-04-23T18:10:35+00:00July 29th, 2016|Categories: Financial, Financial Advisors, Investment|

Naming a minor as beneficiary brings up a major concern.  If parents or grandparents make a child a primary or contingent beneficiary of an insurance policy, IRA or investment account, they should be aware that most policies and investments will not directly transfer to a minor.  They need to be received by a court-approved property guardian, [...]

Should You Pay Off Your Mortgage?

By |2018-04-23T18:11:38+00:00July 11th, 2016|Categories: Financial, Financial Advisors, Investment|

To pay or not to pay…that is the question.  It sounds good, right?  Pay off the mortgage and suddenly you have no more monthly payments, better cash flow, and the opportunity to make other investments.  After all, buying home is an investment, but owning a home is the American Dream.  Right?  Maybe…maybe not. While owning a [...]

The Top Ten Reasons Not To Plan For Retirement – A Different Kind Of Top Ten List

By |2018-04-23T18:44:50+00:00July 1st, 2016|Categories: Financial, Financial Advisors, Investment|

Reason #10:  “I’m too busy” I can’t tell you how often I hear this explanation.  So many people want to plan for a better retirement, but they don’t have the time.  They think they’ll take care of it tomorrow, or the day after that … and before your know it, several years have gone by.  The [...]