Category Archives: Investing

How to Get out of a Variable Annuity Virtually Unscathed

Apparently I’ve ruffled some feathers in my industry because of my disdain for variable annuities. It’s not going to deter me, though. Too many times I’ve created financial plans for clients only to have their plans thwarted because they’re handcuffed … Continue reading

Posted in Charitable giving, Insurance, Investing, Personal Finance with a twist, Retirement, Taxes | 18 Comments

Don’t ask me about the market

My husband and I used to have this running dialogue when I got home from work. He’d ask “What did the market do today?” and I’d reply “I don’t pay attention to the market, I pay attention to my clients.” … Continue reading

Posted in Investing, Personal Finance with a twist | 1 Comment

Demystifying “Asset Allocation” (hint: it just means “recipe”)

A large part of my work involves helping people determine how to invest whatever money they have, be that in a 401(k) plan, IRA or non-retirement investment portfolio. The ideal allocation is a result of considering your goal (what you … Continue reading

Posted in Investing, Personal Finance with a twist | Leave a comment