Apr 12, 2019

In the news - In “The Motley Fool,” Selena Maranjian outlines what critical factors are necessary to research if you are planning to retire this year. Mark Will and Paul break down the retirement planning process, including discussing how to determine if a plan is right and when it will be time to start it.  We then...

Apr 5, 2019

In the news - In Dentist's Money Digest, Ken Nuss provides readers with a series of questions to help understand a) if an annuity is the right product for them; and if yes, b) what type of annuity product they should select. Mark, Will and Paul discuss his list of questions, the conclusions drawn, and add a few more of...