September 28th, 2016

Why I DON’T Hate Annuities

Lorraine EllSep 3

As an owner of a registered investment advisory firm which is fee-only, I should be expected to go along with the group think in my industry and hate annuities. The thinking on this is so strong that it almost raises to the level of a cult.  In fact, there is an entire organization called NAPFA…

Should You Pay Off the Mortgage or Boost Your Retirement Savings?

Lorraine EllSep 1

As retirement slowly creeps up, many people over 50 find themselves faced with a multitude of different questions and concerns about how they can best manage their money before they quit work. With children out of the house, education expenses paid, and fewer strains on the budget, those nearing retirement usually find themselves with some…