Tag Archives: inflation

LIFESTYLE AND INFLATION, preparing for …

Two vital areas where financial advice can fall short touch Inflation and Lifestyle.  If a time horizon were short, neither of these would matter so much.  But as you think about your personal goals and how we secure the path for your future, Inflation and Lifestyle are absolutely vital to our planning.

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Fixed-Income

Imagine a title:  "FIXED-INCOME:  Mr. HYDE becomes Dr. JEKYLL".   Or another sub-title could simply be, “Don’t lose our money!”  ...because that is exactly what can be at risk now with fixed-income investing.  Don't use the last thirty years as your guide because the rear view mirror is a dangerous guide to the...
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Life Annuities: Cinderella or Goldilocks?

Sleeping beauty lay resting 100 years, and this has been the fate of Life Annuities since the 1990s.  Most advisors aren’t legally licensed to discuss or offer Life Annuities.  Most people are unaware how annuities can guard us from ever running out of money.  As I said to a client one time,...
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What if the Future were Taken Away?

It’s an open question.  Thinking of this together may be more valuable than anything we could write about it.  Realizing how the future could slip away, or Lifestyle and Comforts can disappear, we can also today find how to protect our future and the life we want.

Jot on a piece of paper...

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Awards

Queen Elizabeth II medal (1992) for service to community

Awarded on Parliament Hill 1992 for service to represent combined interests of business, faith groups, education, and non-profit sector in the battle against child poverty.

Million Dollar Round Table Member

Million Dollar Round Table represents a top level of insurance- and financial-advisors among near 90 nations world-wide, fostering highest levels of professional commitment and morality, lifelong study, mentorship and collegiality.

Community Involvement


Brian is enthusiastically active among charities, community foundations, and faith groups to enrich human development and potential for children in need, families in transition, and seniors in solitude.