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What is the ‘7% guaranteed’ annuity myth?
One of the most common things I hear from people who own or have been pitched an annuity is the…
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Finances
Dave Says – This lady’s getting it done!
Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check…
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The new $15.7 billion tax on retirement accounts
We have a saying around our office that retirees are one of the highest and most unfairly taxed groups out…
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Finances
Don’t play politics with your portfolio
Did the outcome of the election make you really happy and excited? Or did it leave you concerned, especially when…
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Finances
Tips to help taxpayers avoid post-disaster scams
The IRS is reminding taxpayers that criminals and scammers often try to take advantage of generous taxpayers who want to…
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Finances
Dave Says – A very generous offer
Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check…
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Finances
How low can interest rates go?
Looking back to the start of the century, interest rates have been in decline. Back then the Aggregate Bond Index…
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Finances
Dave Says – Are utilities included?
Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check…
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Should you change investments ahead of the election? Maybe.
Worried about what might happen to financial markets and your investments if we have the first contested election in 20…
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Finances
Dave Says – Many benefits to budgeting
Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check…
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