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What You Need To Know About Annuity Taxes Before It’s Too Late

Sad to say, we spend a lot of time trying to get clients out of annuities they’ve purchased elsewhere. Annuities can be extremely costly, and once you’re in, you may not be able to get out for seven or more years without a major hit to your wallet. The sales pitch is always compelling, but […]

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Can Money Buy You Happiness?

How much do you need to be happy? Perhaps not as much as you might think. Just over half of people surveyed in CNNMoney’s American Dream poll said it would take less than $100,000 in annual income to make them happy. About 25% said they’d need to make between $100,000 and $199,999. Only about 10% […]

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