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Buying bonds in Orlando
Nov 10 2020

With interest rates so low, should I even have bonds in my portfolio?

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Even race cars have seatbelts.  And while most of us do not drive a race car, we recognize the benefits of wearing a seatbelt to …

With interest rates so low, should I even have bonds in my portfolio? Read More »

4 Things To Consider Before Cashing in Your Annuity
Oct 12 2020

4 Things to Consider Before Cashing-in Your Annuity

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According the Secure Retirement Institute, in 2019 Americans bought $241.7 billion worth of annuities.  Actually, it would be more correct to say Americans were sold …

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Chris is a Certified Financial Planner™ professional with years of experience helping affluent individuals and families manage the details of their financial life.

Categories

  • Certified Financial Planner (8)
  • Estate Planning (3)
  • Financial Advisor (2)
  • Financial Plan (6)
  • Healthcare (2)
  • Investing (4)
  • Stock Market (1)
  • Uncategorized (2)

Recent Posts

  • How does your financial advisor really get paid?
  • Questions to ask a Prospective Financial Advisor:
  • Planners vs. Plumbers
  • Underweight, Overweight, or Market Weight?
  • 6 Financial Things your Widow(er) Needs to Know…
  • With interest rates so low, should I even have bonds in my portfolio?
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