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ANNUITIES

Math Is Not Money – And Money Is Not Math!

Years ago most companies would provide retirement plans that guaranteed an income for the rest of your life. These plans were called Defined Benefit Pension Plans and when you retired they gave you a percentage of your income for the rest of your life. Many of these types of pensions have gone away, replaced by a 401K where employees put their money into the stock market for the most part.

Financial Organization – Part 3

The proverb goes “A “Picture is worth a thousand words” and the truth of that proverb is very clear once we’ve created the game board or visual picture of our client’s financial model. In this blog, we are going to list some of the most common shortcomings of the nine Protection drawers.

By |2011-05-19T21:03:01+00:00May 19th, 2011|Blog, Financial Planning|0 Comments