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Tuesday, April 28, 2020

Ongoing Crisis Illustrates Exactly Why Protection Should Be Priority Number One In late March the U.S. surpassed every country in the world in reported cases of the coronavirus.* If you think about it, that’s not surprising. The...

 

Thursday, April 14, 2016

I was honored to be chosen for the Five Star Wealth Manager Award recognized for service to clients! Look for “Wealth Managers You Need to Know” in: Your May subscriber issues of ”Forbes, Fortune, Money and...

 

Thursday, March 17, 2016

This past Wednesday, March 16, Andrew had the honor of being a featured guest of the internet radio webcast, “Money For Lunch,” hosted by Bert Martinez. Listen to the webcast by clicking here and for more information on...

 

Wednesday, February 24, 2016

This past Monday, February 22nd, Andrew had the honor of being the featured guest of the nationally syndicated internet radio show, “The Money Answers Show” hosted by Jordan Goodman. Listen and visit the website for Voice...

 

Wednesday, February 10, 2016

We all work hard to keep our personal resolutions through the start of a new year. What we often overlook is how we should extend those goals to financial and, specifically, retirement planning as well. Richard Barrington of Get Rich...

 

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Tuesday, January 19, 2016

Every year, you get poked and prodded by your doctor to ensure you’re in good health. You should take similar care of your financial well-being with an annual checkup of essentials, such as your credit situation, retirement...

 

Tuesday, November 17, 2015

 

Friday, November 6, 2015

While there are many ways to help plan for your child’s college education, here are three easy plans to institute to ease the road to the Ivy League! Three Solid Ways to Save for College & Retirement – Forbes.com

 

Thursday, May 1, 2014

Most qualified retirement plans offer significant tax benefits - if you're willing to follow a few IRS-specified rules, that is. The federal government wants to make plans such as 401(k)s, Keoghs, SEP-IRAs and traditional IRAs...

 

Thursday, May 1, 2014

The Social Security program was signed into law in 1935 after the nation had endured more than a half-decade of the Great Depression. It was intended to provide a safety net of income for individuals too old or disabled to continue...

 

Thursday, May 1, 2014

How Living Expenses Change During Retirement There are some upsides to being a retiree - senior discounts, lower taxes, subsidized healthcare, and regular Social Security checks among them. On the other hand, mature Americans must...

 

Thursday, May 1, 2014

Social Security was never designed to be an individual's sole source of retirement income. Instead, it was meant to bridge the gap between people's income from pensions and savings and their monthly expenses. Today, however, nearly...

 

Thursday, May 1, 2014

The Roth IRA offers a number of advantages over its traditional counterpart. These include: Tax-free distributions at retirement Ability to continue making contributions beyond age 70-1/2 No required minimum distributions beginning in...

 

Monday, April 21, 2014

CLUChartered Life Underwriter A CLU is a professional advisor in all of the areas of business and family financial security that are encompassed by life insurance. To become a CLU, an individual must successfully complete a...

 

Monday, April 21, 2014

Planning for The "Golden Years" There's a saying that if you have your health, you have everything. Well, that's not exactly true - without adequate resources, you could enjoy a long, healthy retirement at a far lower standard of...