About admin

Located in Monroe, LA. Practicing in the insurance and financial industry for 35 years. Specialize in Retirement and Pension products.

Retirement Planning – Which is more important, Time or Money?

While the amount of money one contributes to their retirement plan and while the interest rate they earn are important, nothing compares to the “time value” of money and compounding periods.

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Spousal Surviving Pension options for Pension Retirement System

Many find themselves working for an employer with a pension retirement plan and now have to decide whether to provide a surviving pension benefit for their spouse.  Let’s kick this idea around a bit. Let’s say that you have the … Continue reading