The Staying Power of a Promise Individuals & FamiliesOur Story The Staying Power of a PromiseIn an effort to help my father downsize, I was recently cleaning out some of…Patrick O'DonnellJuly 30, 2019
Sundry Situations for SPDAs Individuals & Families Sundry Situations for SPDAsIn my previous post about Single Premium Deferred Annuities (SPDAs), I summarized Becky’s challenge to…Rick RyanJuly 23, 2019
Should You Insure Your Four-Legged Friend? Individuals & Families Should You Insure Your Four-Legged Friend?Pet insurance seems right “in the moment” but can fetch heavy long-term costs, too. (more…)Rick RyanJuly 9, 2019
Using an SPDA to Help Meet Your Savings Goals Individuals & Families Using an SPDA to Help Meet Your Savings GoalsBecky has a problem, but it’s a good one to have. She has carefully managed…Rick RyanJune 25, 2019
Taking the Pressure Off the College Degree: Embrace the Journey Individuals & Families Taking the Pressure Off the College Degree: Embrace the JourneyHey, college and high school grads! Your degree (or proposed degree) is important. Don’t let…Allison SteinmetzJune 11, 2019