Sat, 29 October 2016
In this episode, Jeff Rose, CFP, CEO and Andrew Rogers, Director of Financial Planning, outlines the costs that go along with long term care facilities. This is Part 1 of a 3 Part series where they break down everything you need to know about long term care and ways to pay for it.
Fri, 14 October 2016
Many investors fear the stock market and are looking for ways to protect your principal while investing. But can it really be done? Jeff Rose, CEO, and Andrew Rogers, Director of Financial Planning outline 6 investment strategies that allow you to make some return while also protecting your principal.
Mon, 10 October 2016
Annuity Illustrations can make almost any annuity look good. Make sure you COMPLETELY understand what you are looking at. In this episode, Jeff Rose and Andrew Rogers, Director of Financial Planning, share a recent meeting where an annuity illustration was presented to a client where the numbers were just too good to be true.