Broker Check

Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Wednesday, May 29, 2019

Members of Ed Slott’s Elite IRA Advisor GroupSM Studied Latest Retirement Account Planning Strategies, Estate Planning Techniques and Tax Laws at Semiannual Workshop Roseville, CA May 28, 2019 – Phillip C. Anderson, Senior...

 

Wednesday, May 22, 2019

We can all almost say money is always on our minds…how much do I have in my account? Am I able to afford that? Do I simply enough? Being aware of your financial health is important. Studies reveal Americans could be saving more with...

 

Wednesday, May 15, 2019

Many people may think life insurance is just another unnecessary expense without realizing its purpose and benefits. The question to ask yourself is would someone in your life suffer financial hardships if you were to pass away? If the...

 

Wednesday, May 8, 2019

It’s never too early nor too late to start thinking about retirement and planning for one. It takes careful planning for your money to last a lifetime. Here are simple action steps you can take today to start preparing for your golden...

 

Wednesday, October 24, 2018

A lot of people purchase life insurance and never look back. If that’s you, you may think that once you place a life insurance policy, you’re set until, well, you know.But that’s not really the case, given life’s dynamism. Here are...

 

Show All

Wednesday, August 22, 2018

New types of policies are emerging that combine life insurance with long-term care (LTC) insurance, getting you covered for both. If you’re intrigued by these hybrid policies, they may be worth a look. Here’s a few notes about how they...

 

Monday, July 30, 2018

What’s the first thing that comes to mind when you think about retirement? Most of the time, we look ahead with excitement, relishing the thought of slowing down, changing pace, and finally having all the time in the world to...

 

Tuesday, July 24, 2018

With retirees living longer than ever before, it’s becoming more and more important to accrue enough savings during your working years to help you live the retirement you deserve. The three strategies below can help you get your...

 

Wednesday, July 18, 2018

There are many types of annuities, but immediate annuities are one of the most popular options. These annuities are purchased with one lump-sum payment and begin paying out the agreed-upon amount right away. But, to be sure this...

 

Wednesday, July 11, 2018

Technology today allows for access to more information and choices than ever before across all industries – and financial advisory is no different. But, before you think about trying the next up-and-coming “robot advisor”, consider...

 

Tuesday, July 10, 2018

If you followed the markets at all in 2017, you know that it was a year of record highs. The Dow closed the year over 24,000 and the S&P 500 reached a high of over 2,700. (1) And then there’s the fact that we’ve experienced...

 

Tuesday, July 3, 2018

Did you know that 65% of Americans end up saving little or nothing at all? And only 39% can cover a $1,000 emergency. This begs the question, are you saving enough money? Here’s four signs that you need to be saving more.You don’t have...

 

Wednesday, June 27, 2018

Thinking of life insurance? You should be doing your math then, too. With a few simple “rules of thumb”, and dependent on your age, you can define a solid estimate based on your loved one’s needs in the future and your current...

 

Wednesday, June 13, 2018

Converting your individual retirement account (IRA) into an annuity can be an excellent way of supplying yourself with a steady income stream for the rest of your life. That doesn’t mean it’s for everyone, though. Here’s two pros and...

 

Wednesday, June 6, 2018

Social Security is meant to lead people into a comfortable, stress-free retirement. But, that doesn’t mean you don’t encounter some unchartered territory along the way. These tips should help you navigate Social Security with greater...

 

Friday, May 25, 2018

Do you have anyone in your life that knows every aspect of your life? Often, we have close friends and family that know the details of our lives in one or two areas, but it is rare for someone to know everything. Your brother may know...

 

Wednesday, May 9, 2018

Sutter’s Fort was built more than 150 years ago in Sacramento. In 1848, it was discovered that much of his property was speckled with what appeared to be small flecks of gold. Word soon leaked out, and within months, the largest...

 

Wednesday, May 9, 2018

Like many people, I grew up in a family that had to work hard to make ends meet. My father worked twelve to fifteen-hour days and did his best to manage his finances without professional guidance. I knew early on that I wanted a career...

 

Friday, March 16, 2018

Our goal is to make it easy for you to conquer your financial goals. On that note, what if I told you that just thirty minutes could make a significant impact on your financial future? Even better, what if I told you that you can...

 

Thursday, March 8, 2018

Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure everyone knows they’re closer to the next age than the last. When you are older, “and-a-half”...