A closer look 2

A Closer Look at Income

Second in a two-part series on accumulation and income strategies. Last issue, we explored the value of fixed indexed annuities as accumulation vehicles. Here we’ll look ...
Conquering 5 fears article

Conquering the 5 Fears – The Emotions Behind Retirees’ Financial Decisions

During the late ’80s and early ’90s, I was working in an office of 16 financial professionals with a high turnover rate. Not surprisingly, the environment left a lot ...
Upton article

BUILD YOUR BUSINESS FOR BUYOUT APPEAL AND LEAVE A LASTING LEGACY

Let’s face it, nothing is forever. One day you will retire, and you’ll want to leave behind a legacy. Whether that involves an outright acquisition of your business ...