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Article Archives January - April 2004HIPPA HeadachesDon’t you just love government red tape? This time the bureaucratic process has given us a real doozy—it’s called the Health Insurance Portability and Accountability Act or HIPAA for short. And the unintended affects of HIPPA could have a dramatic effect on you. How To Invest in 2004—An Update In January, I discussed my predictions for how you should invest in 2004. This article updates those recommendations in light of recent events. Read on to know how to protect your money. The Secrets To Choosing An Advisor -- Part III Does your advisor make more off your account than you do? We’ve been discussing how to protect yourself when choosing a financial advisor. One of the secrets to choosing an advisor that’s right for you is to understand how they are compensated. The Secrets To Choosing An Advisor -- Part II Choosing a financial advisor can be one of the most important decisions you’ll ever make. If your advisor’s management style matches yours, it will allow you to sleep at night. If it doesn’t, you may be forced to endure countless sleepless nights. In part 2 of this series, we’ll look at the most important aspect of all to consider when choosing an advisor. The Secrets To Choosing An Advisor Choosing a financial advisor if full of risk. You will be entrusting them with your hard-earned dollars. For many, it is a decision they quickly regret. In the next 3 articles, I will share the secrets to choosing an advisor that’s just right for you. It takes a little work, but can result in a relationship that will yield dividends for years to come. Why Not Lock Up My Money? Heads up, retirees! If you depend on your investments to maintain your standard of living you need to know times have changed. Unless you recognize these changes and adjust how you invest you could be putting your lifestyle at risk. Investing Ain’t What It Used To Be Heads up, retirees! If you depend on your investments to maintain your standard of living you need to know times have changed. Unless you recognize these changes and adjust how you invest you could be putting your lifestyle at risk. Life Insurance: Too Much, Too Little or Just Right? The thought that you may not need life insurance is anathema to most life insurance agents. But as a Certified Financial Planner™ Professional who is also a life insurance agent, I have a different point of view. There are times when you may not need life insurance. Signed, Sealed, Delivered – It’s Their’s My last few articles have focused on various end-of-life issues that were made very real to me due my mother-in-law’s recent death. In this article, we’ll discuss the simple steps you can take that will make dividing your personal possessions easier on your family. Don't Leave Loved Ones In Lurch Nothing brings home the importance of having our affairs in order than seeing the effects firsthand in your own family. My mother-in-law’s recent death means my family is dealing with the realities of settling her affairs. Her advanced-planning greatly simplified the process. And it will for you, too. The Real Reason For Long Time Care Insurance My mother-in-law recently passed away after a long and courageous battle with cancer. Throughout her battle, our family had to deal with many emotional and legal issues. Over the next couple weeks, I’ll be discussing these in more detail in the hope that you and your loved ones will be prepared for life’s difficulties Where To Make Money In 2004 Just as in nature, there are seasons in the world of investing. Recently, the investing climate has changed considerably. Recognizing those changes and adjusting how your money is invested can dramatically improve how much you will earn in 2004. Read on to find out what I recommend to my Private Wealth Management clients. Equity Indexed Annuities: There Are Better Growth Alternatives Everybody wants to find the secret to investing on Wall Street. But the truth is, you don’t have to be a genius to be a successful equity investor. And you don’t have to lock your money into restrictive investments like equity indexed annuities (EIAs), either. In this article I’ll explain several growth oriented investments that I feel are far better than an EIA. Equity Indexed Annuities: There Are Better Alternatives (stability) Every investor would like to increase their income without compromising their stability. Maybe that’s why Equity Indexed Annuities (EIAs) have become so popular, because of their promise of providing a stable income stream. But there are a number of ways that you can easily outperform what an EIA can deliver. In this article, I’ll show you how to meet your need for stability and income in your portfolio. Better Alternatives Than Equity Indexed Annuities Equity Indexed Annuities (EIAs) have become the hot product of late. I believe you can easily find other alternatives that will bring a better return, without locking up your money or levying hefty surrender penalties. I’ll discuss these alternatives in the next two articles. But first, you should understand two things: your purpose for investing and how EIAs work. Equity Indexed Annuities: Agents Prey On Unsuspecting Look Out! Millions of Americans feel unsophisticated when they discuss investment opportunities. If you are one of them, beware. A legion of commission-based brokers and insurance agents is just waiting to sell you the ‘perfect investment.’ Unfortunately, it can easily be an investment you will regret for years to come. When A Will Isn't The Way Many people have the mistaken impression that their Last Will and Testament determines what happens to their possessions when they die. As John, a reader in Marysville, TN learned, that’s not necessarily true. |
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