6 Crucial Areas of Portfolio Supervision

 Video Transcript: Is the person overseeing your portfolio an expert in personal finance and investment? Also important, Is this person a fiduciary, or in other words, someone who is obligated to look out for you and your family’s best interests? Here are 6 crucial...

What Can Indexed Annuities Do For You?

Video Transcript: A fixed index annuity is a contract between you and an insurance company that may help you reach your long-term financial goals. In exchange for your premium payment, the insurance company provides you with income, either starting immediately or at...

5 Steps Toward a Debt-free College Education

Video Transcript: Too many young people can’t afford college, and many more leave college under a mountain of debt. Here are 5 ways to plan for a debt-free education. First, invest early in college savings plans like 529s or state prepaid tuition plans – parents...