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Is it worth keeping your old annuity? Here's what you need to know.

Most prospective clients think about hiring a financial planner only to assist them with retirement, but often overlook the need for guidance regarding one of the largest, if not the largest purchases, they will ever make. Making a costly mistake when buying a home can set you back financially for decades and can even lead to bankruptcy and ultimately, the loss of the home. Some of the common mistakes I've seen are...

As a financial adviser who runs a virtual practice, video conferencing with my clients is pretty routine. However, for those new to the technology, it can seem a little intimidating at first. Today, I will address some of the common concerns prospective clients have about the video conferencing process.

What is final expense life insurance? How much does it cost? Who should consider purchasing it? And, can you really buy life insurance without an exam? Get answers to common questions here.

Your retirement plan is like an iceberg. It's not what you see that can jeopardize your future, it's what you can't see below the surface. Here are 5 factors that could sink your retirement.

In this blog post, I share the strategies that my wife and I used to pay off our mortgage before the age of 40.

Financial Advisers offer so much more than just investment advice and portfolio management. Check out some of the other ways we help our clients succeed.

Diabetics who are interested in life insurance should read this to learn how to avoid common mistakes.

When it comes to free, consumers are like a moth to the flame. They just can't resist a good deal. So what should you make of an offer for a free free financial review or free financial advice? Be skeptical.

If you think you only need life insurance while you're young and working, think again. While income replacement and debt cancellation are the primary reasons people buy term life insurance when they are young, this blog post discusses 7 reasons why you might want to consider owning permanent life insurance even after you retire.

Looking for a hassle free way to buy life insurance? Are you afraid of needles or don't want the hassle of a physical exam? Life insurance issued on a simplified basis may be the answer. These policies are typically issued without a medical exam. Instead, the applicant answers a series of medical questions. If the applicant answers "yes" to any of the questions, they may not qualify.

One of the biggest obstacles to purchasing term life insurance is the "use it or lose it" nature of term life insurance itself.  Consumers may be turned off by the idea of paying premiums for decades and not having anything to show for it because they are still living when the term ends. Enter Return of Premium life insurance.

I hear it all the time.  "I don't need Long-Term Care Insurance.  My spouse or my children will take care of me."  Time for a reality check!Aside from the psychological and physical toll, there is an economic impact on caregivers (who are overwhelmingly female).  Consider that 65% of older persons with LTC needs rely exclusively on family and friends for their care.  In addition, one national study found the following impact on female caregivers: 33% o