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What 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...

What’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...

The Biggest Need for Retirees: Income Planning

You 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...

What 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...

7 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...

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