Monthly Archives: December 2013

Financial Lessons Learned from 3 Beloved Holiday Icons

Christmas is that time of year when we all start to get a little bit sentimental. As we draw near with family and friends and enjoy special times of celebration, there is a certain warmth and happiness in the air. … Continue reading

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Who Really Benefits from Annuity Buyouts?

A few years back, before the US was in the midst of a major economic downturn, many carriers started offering guaranteed benefits as a part of their annuity packages. However when the recession of 2008 hit, it became too expensive … Continue reading

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Realizing Gains and Losses Before Year-End

There is a well-known saying that the only things certain in life are death and taxes. As 2013 draws to a close, we know all too well that taxes are a certainty we can expect in the not so distant … Continue reading

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Now is the Time to Check Your Portfolio for Downgrades

The month of December has many of us looking towards the New Year with eager anticipation. With 2013 showing positive signs of turn around and the economy picking up steam, why not dream about even brighter days ahead in 2014? … Continue reading

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