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Retirement Planning

Why Being A Millionaire Doesn’t Mean Much For Your Retirement

Why Being A Millionaire Doesn’t Mean Much For Your Retirement

For as long as I can remember as a youngster, I had a fantasy of becoming a millionaire one day.  Can you recall the days when you might see one of the “wealthiest” people in your hometown and people would refer to him or her as “the rich millionaire”?  It was a big deal, and being a millionaire carried a lot of clout. Now please don’t think for a second I am trying to bring down or belittle millionaires.  I fully realize they make up...

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Does Your Advisor Personally Own What He Recommends To You?

Does Your Advisor Personally Own What He Recommends To You?

Does your financial advisor personally own the financial recommendations that he or she recommends that you buy?  The answer might shock you when you actually ask them.  What shocks me just as much is the lack of people who ask their financial advisors this question.  Wouldn’t you want any salesman who is recommending a big ticket purchase to believe in their product so much that they personally own it themselves? If I go and try to buy a luxury BMW tomorrow and I find out...

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Be The Boss Of Your Financial Advisor

Be The Boss Of Your Financial Advisor

Here at Annuity123, we have the utmost respect for financial advisors.  In fact, we place them up high on a pedestal just as we do doctors or any other practitioner that increases consumer’s wealth or health.  However, we also realize doctors, lawyers, pro athletes and financial advisors are people just like you and me, who have specialized in a certain field.  Just as there exists corrupt doctors and lawyers, the same can exist for financial planners.  But you probably didn’t need me to tell you...

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