Jun 29, 2017
What Exactly is an Annuity?
We're going to discuss annuities. What exactly are they? Should you or should you not participate in an annuity program?
Also, the definitions and the differences in IRAs and 401Ks. We bounce those numbers around and those items. We consider them in our portfolio, but what are they? What are...
Jun 8, 2017
A trust fund is a vehicle you can use during your life. You can do an irrevocable trust. Then it's solid. It's active, once you fund it. Or you can have a revocable or a trust you fund on your death. This trust, then, will benefit either a foundation or benefit your heirs, your children, your grandchildren, nieces...
Jun 8, 2017
There is a difference between the way men and women invest. There are some, I don't want to say genetic differences, but there are philosophical difference on how and what they're comfortable with, speaking of risk appetite.
Also, we're going to do a topic on taxes and investing. There are some dos and don'ts. The...