Why shop around?

August 6, 2010

With recent rate hikes on individual and group insurance plans, many experts are recommending that consumers shop around as many commonly do with auto insurance. For instance, California Insurance Commissioner Steve Poizner, in a recent statement said, “As a consumer you need to shop around. A different provider may prove to be a better value [...]

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Those who plan with all the facts will have a better retirement.

August 5, 2010

Do you know what the potential difference is in spendable income during one’s retirement depending on whether a person has used a bank CD, a 401K, an annuity from an insurance company or even life insurance? What about the difference between paying taxes now on a small amount saved and not paying later on a [...]

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There’s More Risk in the Stock Market than You Realize… and It’s Increasing!

July 23, 2010

Is your retirement money in the hands of your stock broker or otherwise dependent on the stock market? I’d like you to consider this … The amount of risk the stock market poses is not static. When you select a portfolio that represents a certain amount of risk which should be in line with your [...]

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So what is the best choice in a Medicare Supplement?

July 13, 2010

Although not actually correct, I am going to include the so-called “Medicare Advantage” plans in this discussion. Technically, Medicare Advantage Plans (Plan C) is not a Medicare Supplement – it is a Medicare and Medicare Supplement alternative. But you only care about what is the best choice, so I will be referring to them in [...]

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Why giving free advice is good for everyone …

July 13, 2010

Over the thirty years or so I have been working in sales, I have seen sales gurus come and go. Their advice sometimes has merit, sometimes it simply does not. Some are genuinely interested in helping others in sales learn what it is people want and need. Others just like the sound of their own [...]

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