Time To Pause and Refresh

By Tim Turner Summer is a great time to pause and refresh by taking a vacation. My wife Melissa and I have been so blessed to be able to go on an annual anniversary trip.  Well to rewind, the first few years were just dinner out, not a trip.  We … [Continue reading]

Building Rapport With Your Clients

Have you seen that episode of “The Office” where Michael Scott decides to divide his sales people up and send them out to their clients to develop a personal connection? Phyllis takes Karen to get a makeover in order to look just like their … [Continue reading]

What Is Other People’s Perception Of You?

Promoting your intelligence can often backfire. Researchers are checking out how people form first impressions of others' intelligence and how well it works to try to manage those impressions. They say trying to look intelligent, by using big … [Continue reading]

To Invest, or Not Invest, That Is the Question

Should you invest some of your savings in a deferred-income annuity? To make a long story short, the  deferred-income annuity will provide a guaranteed monthly income, beginning at the age you set up, for the rest of your life. If you should die … [Continue reading]

July Newsletter for Consumers

Check out our July Newsletter here: July Consumer   Here's a summary: Universal Genius As a follow-up to my article about the Disney® cruise, I wanted to share with you some experiences with the Universal resort in Orlando. We visited … [Continue reading]

July Newsletter for Advisors

Check out our July Newsletter here: July FA   Here's a summary: Universal Genius As a follow-up to my article about the Disney® cruise, I wanted to share with you some experiences with the Universal resort in Orlando. We visited there … [Continue reading]

Universal Genius

By Tim Turner As a follow-up to my article about the Disney® cruise, I wanted to share with you some experiences with the Universal resort in Orlando. We visited there after our cruise because our kids just love it.  In fact, they love it more … [Continue reading]

No More Couch Potato!

Exercise pumps happiness into the brain! If you feel like your life is like a treadmill and nobody really cares, you need to do something. Get yourself back on the right track with physical movement (exercise), even if you don't want … [Continue reading]

Retirement Calculator Paints Clearer Picture For People Looking To Retire Says Torrid Technologies

Miji Pearse, a spokesperson for the company Torrid Technologies, Inc., announced that their proprietary Retirement Calculator can help to paint a clearer picture for people that are thinking about retiring. She said that too many people take a … [Continue reading]

Leaving Money on the Table?

According to Financial Engines, an average of  $42,885 is left in the table over a 20 year period in many worker’s career path. The average number of workers who don’t max out 401k matching was: 42% -earning under $40,000. 10%- earning over … [Continue reading]

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