Money

Lesson 4: Fees, Fees, and More Fees!

– Fourth in the ED Series – “The tyranny of compounding costs overcomes the miracle of compounding interest.” ―John Bogle, of Vanguard Every year, we Americans, en masse, participate in fee heavy investment accounts without having any idea of how they work. Few current… (Read more)

Lesson 1: Wall Street’s Valuation Vs. Insurance Companies

– First in the Annuities ED Series – THE DEFINITION OF RISK is the chance that an investment’s actual return will be different than expected. Risk includes the possibility of losing some or all of the original investment. Different versions of… (Read more)

Life Insurance: The benefits you can receive—before death

Even when we believe we understand all the ins and outs of running our business, something comes along that’s outside our box of knowledge. When this happens, we have two choices. We can choose to ignore it, or get a… (Read more)

Do You Know What Lost Opportunity Could Be Costing You?

Are you unaware of the amount of fees you are currently paying on your investments each year? If you are, you’re not alone. Millions of Americans have been sold a retirement plan—the 401k specifically—that can be loaded with the kind… (Read more)