News & Events

Inflation Worries for 2021?

How worried should your clients be about inflation?

Consider this.

For years the core inflation rate has not varied while equity markets have rapidly increased but according to recent data in April 2021, economists were surprised at the spike […]

October 5th, 2021|News & Events|

Record Low Rates = Free Money?

That seems likely since home values have soared during the pandemic and at the end of 2020, an estimated 46 million homeowners had a total of $7.3 million in home equity.1.

This drastic increase in home prices […]

September 29th, 2021|News & Events|

Did you hear the news re: MEC limits?

A change by Congress will generally increase the amount of money that policyholders can contribute to their cash-value accounts.  Federal lawmakers’ big year-end spending package includes a little-noticed revision of the tax code that is likely to boost […]

February 19th, 2021|News & Events|

Pay Off the Mortgage or Save for Retirement?

Certainly, there isn’t any shortage of opinions from clients about which financial strategies are “best” for their mortgages. Each and every day our clients are bombarded by media outlets with news stories, marketing messages, and advertisements about […]

November 21st, 2020|News & Events|

Compounding vs. Speculation Rates of Return

A major insurance company conducted a survey interviewing 439 people, ages 44 to 75. The survey gave them a choice between two products. The first product had an 8% rate of return, but had the possibility of […]

October 9th, 2020|News & Events|