by Chris GrandeOctober 23, 2020 Health Care & Insurance, Retirement Income Planning Is It Smart to Use an HSA Account to Invest in Stocks? Does it make sense to use an HSA to invest in stocks and mutual funds? Yes it can depending on … Read More
by Chris GrandeSeptember 4, 2019 Financial Planning, Retirement Income Planning Foreign Held Annuities – Bringin’ Em Back More Americans are bringing their foreign held annuities and other assets back to the USA. Here's why and how... Read More
by Chris GrandeMarch 31, 2017 Retirement Income Planning Retire Early & Do What You Really Want to Do! 8 Ways You can Access Your Money & Retire Before 60 Retire Early??? People who are a bit burned out from working jobs they have had to work are increasingly “retiring” … Read More
by Chris GrandeFebruary 13, 2017 Health Care & Insurance, Retirement Income Planning, Seminar 6 Powerful Medicare & Social Security Tactics You Weren’t Thinking About – But Should Winchester Workshop – Medicare & Social Security on March 1 at 7PM I will be holding a public workshop at … Read More
by Chris GrandeFebruary 7, 2016 Retirement Income Planning Annuity Rollover Options When considering annuity rollover options, an investor may learn some new terms. Like 1035 exchange. Or Fixed Index Annuity. Or … Read More
by Chris GrandeDecember 14, 2014 Financial Planning, Investing, Retirement Income Planning Variable Annuity Fees Problem and The Unstoppable Move Toward “Advisor” Annuities High Variable Annuity fees have been a hot topic over the past 20 years. In the 90s no one cared … Read More
by Chris GrandeFebruary 18, 2014 Financial Planning, Health Care & Insurance, Retirement Income Planning Angling the Tax Code to Make Obamacare Work for You If you’re like many people, you see the cost increases since the ACA (affordable Care Act) was put in place … Read More
by ChrisNovember 19, 2012 Health Care & Insurance, Retirement Income Planning, Uncategorized HSA: Mysteries of The Health Savings Account Understanding Health Savings Accounts… What the dickins is a health Savings Account? Since many people still use low deductible HMO’s … Read More
by ChrisNovember 2, 2012 Financial Planning, Investing, Retirement Income Planning In-Force Annuities – Buying Someone Else’s Foolishness Millions of people, in search of yields over 2%, have moved money from their banks accounts to financial markets. Buying … Read More
by ChrisOctober 29, 2012 Retirement Income Planning, Uncategorized Late in Life Retirement Planning for Boomers Photo courtesy of 401(k) 2012 A number of clients approach me (often they are referred) worried about a retirement shortfall. … Read More