AARP article: "Don't buy equity indexed annuities"
By James CadleAllan Roth calls indexed annuities some of the worst investments and financial products you can sink your money into.
October 29, 2014
3 Reasons to Wait Until Retirement for a Roth IRA ConversionGenerally, converting to a Roth IRA at a young age allows more time for tax-free growth. But there may be other factors at play.
October 29, 2014
Should the FPA Get Behind the CFP Board, or Go It Alone?The FPA appears to be at a crossroads in its history, having to decide between two paths for its future.
October 29, 2014
Can financial planning be profitable?The advisor must keep track of the time it takes to create a financial plan and compare this with the fee they charge.
October 29, 2014
Can financial planning be profitable?The advisor must keep track of the time it takes to create a financial plan and compare this with the fee they charge.
October 28, 2014
Contrarian networking can bring on new clientsMost of our best clients come as introductions from others, so what we need are more others to help us.
October 28, 2014
5 business books to inspire youIn case you missed the list, I wanted to share with you five of the business books that had the biggest impact on my career.
October 28, 2014
How to lower cost? Focus on quality firstIf you really want to lower cost, you need to focus on quality. Listen to the weekly podcast on how to achieve it!
Commentary