by Kelsea Rounds | Apr 1, 2013 | Financial
“Did I do OK?” Milly asked, as she showed me her two-month-old annuity policy. She had purchased an annuity with fifteen years of level surrender charges! I could not believe my eyes, and looked twice to make sure I was reading it correctly. She was stuck. The best...
by Kelsea Rounds | Mar 25, 2013 | Financial
Women, if you don’t want to outlive your money, you need to understand your investment portfolio! Answer these seven questions about your current investments to find out how well you really know your portfolio: How much risk are you taking in your portfolio?...
by Kelsea Rounds | Mar 11, 2013 | Financial
You’ve seen the ads: Anyone could trade online! Sometimes it’s a talking baby, sometimes it’s an airplane flying through the air pulling a banner telling you to invest online. The baby shows you how easy it is to trade just with a click of your mouse, at $9.99 per...
by Kelsea Rounds | Feb 11, 2013 | Financial
Now that the election is over, investors are in a dilemma, wondering what the future has in store for their investment portfolios. The reality is that while elections may have short-term impact on the markets, over time, their impact is minimal. The global Free...
by Kelsea Rounds | Jan 15, 2013 | Financial
Betty, one of our retiree clients, must make a pension decision soon—and she does not want any retirement income stress! She could do nothing, leave it in a fixed account with a guaranteed lifetime income, or move it tax-free to her IRA. She is confused on what is...
