August 2025

Just in Case

Late in life job loss can be devastating on many fronts. One area we haven’t discussed before is a different use of an annuity you purchased, originally intending to turn on the income stream upon retirement or leave the funds to beneficiaries. Because different annuities offer different benefits, some provide the ability for growth of […]

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Scams

We wanted to bring to your attention the recent increase in social media scams designed to entice you into fraudulent financial activities.  We have probably all received the very real-looking – but fraudulent – emails that seem to come from PayPal, Amazon, Best Buy, and McAfee, which ask for us to contact them or to

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