Thomas VickOct 12, 20213 min readWhat changed with Trusts?There's been a few changes in trust law since you probably last looked at getting a trust. Right now, we are teaching workshops in...
Thomas VickAug 16, 20218 min readWhat’s Really Changed with Annuities Since 2010. There have been so many new innovations in this market that I thought I could share some of those with you. Since so many investors and...
Thomas VickJul 28, 20213 min readThe Biggest Need for Retirees: Income PlanningYou know, that’s how a lot of our grandparents were. They didn’t really have a concept of retirement. They worked hard and when their...
Thomas VickJul 28, 20216 min readWhat if a bear market happened again?This is an excerpt from "Bat Socks, Vegas and Conservative Investing," by Dave Vick. Edited by your's truly, Tom Vick. I'm sure we have...
Thomas VickJul 28, 20219 min read7 Problems with your 401(k)You'd be shocked at how many 401k's we've looked at where the plans don't make sense! Whether they charge to high in fees, offer limited...