Don AndersOrphaned Accounts: What Happens if You no Longer Have an Insurance or Investment Advisor?One of the issues our clients face in our industry is what we call “Orphaned” accounts. These are accounts that were originally set up by…Jan 8, 2018Jan 8, 2018
Don AndersFinding the Best Investment (Advisor)A common question that I get is “What’s the best investment?” The answer is: There is no best investment. Each investment has pros and…Nov 13, 2017Nov 13, 2017
Don AndersDo you know what you’re paying on your investments?When you shop for something, do you know approximately how much it should cost? Of course you do. You would know that you shouldn’t be…Oct 31, 2017Oct 31, 2017
Don AndersUnderstanding Required Minimum Distributions (RMD’s)Qualified retirement accounts are any retirement accounts are any of the following:Oct 26, 2017Oct 26, 2017
Don AndersHow do you define retirement success?What I’ve learned from working with thousands of retirees is that no two people are alike. That applies not only to your circumstances, but…Oct 25, 2017Oct 25, 2017
Don AndersQuantifying vs. Qualifying Risk and FeesHave you been asked a question like this:Oct 24, 2017Oct 24, 2017
Don AndersFlorida Retirement System (FRS): Health Insurance Subsidy (HIS)Here are some bullet points about the Health Insurance Subsidy provided by the Florida Retirement System:Oct 23, 2017Oct 23, 2017
Don AndersThe 5 Needs of Money™ — LiquidityLiquidity is a unique need, because it’s not about the future — it’s about now.Oct 16, 2017Oct 16, 2017
Don AndersFRS DROP Payout Option 3 — The “Alaskan Cruise” OptionThe third FRS DROP payout option is the partial lump sum option, or as we like to call it the “Alaskan Cruise” Option.Oct 13, 2017Oct 13, 2017
Don AndersDROP Payout Option 2 — The “Stop DROP and Roll” OptionThe 2nd of the 3 FRS DROP rollover options is the 100% Rollover option. Our office likes to call it the “Stop DROP and Roll” option. This…Oct 10, 2017Oct 10, 2017
