Retirement software help & Everything about Retirement Planning and more
My wife and I were blessed to be able to visit Italy this past summer. We had never been there before but heard many good things about it. We were able to visit Capri, Sorrento, Pompeii, Amalfi, Positano, Florence, Lucca and Siena. The food … [Continue reading]
People are uncomfortable around "salesman". They are afraid they will be "sold" something they don't want to buy, or that they can't afford. Thus, people get nervous when they "spot a salesman". They want to run away. Have you been to a car lot … [Continue reading]
I got another phone call from an advisor recently... It's typical. Not sure you want all the gory details. He called and said he had heard about our software and was thinking about getting it. I asked him "What are you using now?" He said … [Continue reading]
OK so this isn't really "retirement" related... but I felt like posting about today being NATIONAL DOG DAY. Yep, that's right. One of America's most popular holidays is today August 26th. In honor of National Dog Day, I thought I'd … [Continue reading]
The U.S. Treasury department has issued a rule allowing deferred-income annuities inside retirement plans. One interesting twist is that the rule excludes the annuity's cash value from the account balance that is used to determine Required Minimum … [Continue reading]
The U.S. Treasury department has issued a rule allowing deferred-income annuities inside retirement plans. One interesting twist is that the rule excludes the annuity's cash value from the account balance that is used to determine Required Minimum … [Continue reading]
In one of my last emails I mentioned the Tulips in the Spring. I showed a picture of flowers at the Biltmore but it did not include the "tulips". To remedy the situation here is my picture of the tulips at the Biltmore (from … [Continue reading]
Panic in Atlanta over...Impending ICE STORM After the Snowjam a couple of weeks ago that left the city gridlocked, fear has risen to panic levels as stores have been cleaned out of bread, milk, eggs, flashlights, generators and more. My visit … [Continue reading]
Phoenix Biltmore Hotel, Phoenix Arizona Jan 13-15 I visited the Phoenix Biltmore Hotel for a conference for the NPH Broker/Dealers of SII, INVEST Financial, Investment Centers of America and NPC National Planning Corp. While we were there, they … [Continue reading]
Today two winners will split the massive $636 million powerball lottery jackpot. This sudden massive windfall to anyone will be a lot to bear. We all have heard many stories of the unhappy downfall of so many other lottery winners. What advice … [Continue reading]
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