Category: Financial Planning

Most of us over the age of 40 can probably remember a time where RadioShack played a significant role in bringing the latest in electronic

I believe being a Financial Planner is the greatest occupation in the world (at least for me), and there are numerous reasons why I think

When I began my career in the financial planning and investment advisory industry I worked for one of the large brokerage firms in downtown Toledo. 

2014 is quickly drawing to an end, and before we know it the holiday season will be in high gear. Before you get caught up

Happy New Year! The telltale signs of the New Year are all around us. One of the classic New Year’s resolutions we hear about is someone’s renewed

Christmas is just around the corner, and the end of the year is not far behind.  It seems like time is at a premium this

Recently we have had a few inquiries from prospective clients about a relatively new annuity product called a deferred-income annuity. Insurance companies are touting the

Each January, a group of prominent investment professionals gather in New York as members of the Barron’s Roundtable to trade quips, stock ideas, and the

While bonds, whether they are corporate bonds, municipal bonds, treasury bonds, or even high-yield bond, are generally considered by most investors to be “safe” investments,

A recent study titled “Low Bond Yields and Safe Portfolio Withdrawal Rates” provides insight into the likelihood of retirees running out of money in retirement