Estate Planning What is Estate Planning and Who Needs It: What Happens When I Die Everyone needs an estate plan. Critical; Do your estate planning while you are healthy so you know what will happen to your stuff when you pass away. Read More George Wells October 30, 2018
Investing for Retirement Five Reasons Why You Should NOT Invest in the Stock Market Investing is an essential part of saving for your future. Here are the top five reasons why I see that you shouldn’t be invested in the stock market: Read More George Wells October 16, 2018
Income & Taxes Are Long Term Annuities Good or Bad? Every Annuity should be recommended based on the saver’s needs and not just to “sell them something”. Read More George Wells September 1, 2018
Income & Taxes Keeping Wealth in the Family: 4 Areas the Rich Are Concerned About If you want to learn what the rich know, here are 4 areas the Rich are Concerned about when focusing on their wealth and keeping wealth in the family. Read More George Wells January 25, 2018
Investing for Retirement What’s Happening with the Stock Market?!?! Is Financial Crisis Coming? 2018 was a year where the stock market has hit “bear market” territory for the first time since the great recession. Read More George Wells January 1, 2018