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Welcome and thank you for stopping by. Our blog sets the heading to separate financial fiction from financial fact to help keep you afloat and stay the course. From 401(k) IRA Rollovers to Life Insurance, Living Trusts, Social Security, Annuity Rates and everything in between, we are here to educate the community about important financial topics that affect your estate and retirement plans.

September 4, 2018

This early financial decision could prove profoundly positive over time.

Do you have a child or grandchild earning some income? Indirectly, that after-school or summer job might present a savings opportunity for that teenager. You could help your child or grandchild sav...

August 8, 2018

An annuity contract's maturity date or annuity date is the most misunderstood contract provision.

Originally posted by Gary Spicuzza on December 6, 2006

Here’s what attorneys claim:

 “Agents seek out the elderly, because in most cases the annuity's maturity date is beyond...