How Do You Measure Investing Success? I was talking to one of my listeners the other day, and we’re gonna call him Joe. He was mentioning how his friend made a 22% return in the stock market last year. For many reasons, I usually don’t give a statement...
My emphasis is on the preservation of your retirement principle, participation in market gains, and a lifetime of income that you cannot outlive Crown Haven planning prepares you for a retirement that you can count on. This is what we do to ensure your hard-earned...
What happens to annuities when you die? 99% of all annuity products offer a full death benefit of the account value, or sometimes even more than the account value. I know of at least two annuities that increase your day one death benefit up to 100% of the premium and...
This week’s Smart Money podcast is about red money and green money and how you should diversify your financial portfolio to prepare for retirement. Here’s a question, how much of your money is currently in the market? All of it? 50%? 80%? Did you make a...
Our very own Casey Marx was interviewed by Indianapolis Fox 59 News giving out his best 3 mid-year financial planning tips. Here is a summary of the interview. Mid-year is a great time to look at your spending habit for the year. You can start by analyzing your...
