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Annuities Are Not Your Enemy.

Utter the word ANNUITY and watch facial expressions. They range from fear to disgust to confusion. But hear me out: Annuities are not your enemy. Billionaire money manager and financial pitchman Ken Fisher appears as a haunting senior version of Eddie […]

Where’s the Adult Merit Badge for Super Savers?

Super Savers are a special breed.They are not concerned about keeping up impressions; they exist outside the mainstream of seductive consumerism. Call it a mindset. Whatever it is, those who fall into this category or save 20% or more of their income on a consistent basis are members of an elite group who strive for early financial independence.

The World’s Most Misunderstood Investment – Part 1

Annuity. Say the word and watch facial expressions. They range from fear, disgust, confusion. Billionaire money manager and financial pitchman Ken Fisher appears as the senior version of Eddie Munster in television ads for his firm. He stares. Deep eyes […]

6 Things “Super Savers” Do That You Don’t

Super savers march to a different drummer. Impetuous financial decisions are not in their DNA. They exist outside the mainstream of consumerism. These hyper-savers have a unique ability to delay gratification. Frankly, they prefer to consider the future first. Uncommon […]

5 Things You Aren’t Being Told About Your Health Savings Account

With the current health care bill yo-yoing between picking up momentum and flaming out there has been a lot of noise about Health Savings Accounts (HSA’s). The role or lack of that people use a Health Savings Account as investment […]

#FP: The RIA Financial Guardrails

The following guide was authored by both Richard Rosso, CFP, CIMA and Danny Ratfliff, CFP, ChFC. Guardrails are forged to prevent navigators from veering off course. Financially, it’s easy to drift off target or accidentally travel a path that places […]

#FP: Girl, I Heard You’re Getting Married

Johnny Maestro never gave up. Born on New York’s Lower East Side to a lower-middle class Italian family, humble beginnings singing acapella in city subways in the early 1950s, Johnny Maestro (real name Mastrangelo), honed his craft to eventually be […]