Archive for April, 2008
Thursday, April 10th, 2008
The Garrett Planning Network’s 7 Steps to Financial Success is a win-win approach to financial planning for clients and advisors. It spells out step by step Garrett’s simple-to-understand-and-implement approach to building a brighter financial future.
STEP 1
Initial Inquiry/Community Outreach
ADVISOR’S RESPONSIBILITIES: Our advisors provide a brief description of our services, philosophies, methodology, ...
Posted in Uncategorized | No Comments »
Saturday, April 5th, 2008
The reason why some parents hesitate to make an estate plan is understandable. It calls into consideration your worst fears – the possibility of your death or your kids facing life without one or the other parent.
But what about an even worse scenario – the possibility that you ...
Posted in Estate Planning | No Comments »
Friday, April 4th, 2008
As millions of Baby Boomers head into their retirement years, it’s surprising how few actually know that the government provides little more than a few weeks of financial support for home-based or nursing home care when the average person needs it for at least a year.
A 2006 Genworth Financial Survey ...
Posted in Long Term Care Insurance | No Comments »
Friday, April 4th, 2008
The after-college reality is much different from a generation ago. Two thirds of college graduates owe significant money after graduation. According to the Project on Student Debt, debt levels for graduating seniors with student loans from 1997 to 2007 more than doubled from $9,250 to $19,200 – a 108 percent ...
Posted in Budgeting | No Comments »
Wednesday, April 2nd, 2008
One day, the market is up 400 points. The next day, down 300. Stocks in 2008 haven’t won any points for stability. In periods of market uncertainty, you’ll hear a lot about safe harbor investments that will supposedly guarantee income for life. One of these alternatives is an immediate annuity.
...
Posted in Annuities | No Comments »
