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Value Creation Blog

Sudden Money™ Exists In The Strangest Places

sudden moneyI recently spent a couple of days with a client doing what we call our Object Review.  During the time that we spent together an issue came up that I see with lots of private business owners – having too much cash in the business. 

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Topics: financial planning, investment management, sudden money


Immeditate Annuities Can Provide A Source of Lifetime Income

Annuity SeniorsThe good news is we're living longer. But the prospect of a longer life expectancy means we risk outliving our retirement savings. If the thought of receiving a steady stream of income that lasts for the rest of your life appeals to you, a single premium immediate annuity (SPIA) might be worth considering.

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Topics: wealth management, investment management, annuities


Why Four Percent - Retirement Planning

Why are retirement plans often created assuming a 4% withdrawal rate?

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Topics: financial planning, wealth management, investment management


Is there such a thing as guaranteed investments?

Guaranteed InvestmentsI keep hearing from Clients that they want investments that have a reasonable return and are guaranteed in that they will never lose money.  In essence they want to know if there is such a thing as guaranteed investments.

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Topics: wealth management, investment management, annuities, alternative investments


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