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December 23, 2009 Subscribe

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3 things every retiree needs to examine before year's end

By Michael Reese, CFP, CLU, ChFC
Centennial Wealth Advisory LLC

As year-end approaches, many retirees are faced with an array of financial choices that can benefit their portfolio this year and into next. Given the current state of the economy, many retirees are paralyzed by their fear, and subsequently are ignoring their portfolios.

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Editor's Blog

Brian Anderson

Health insurers' net income falls as health reform debate continues

By Brian Anderson

As the health insurance reform debate has taken center stage in 2009, health insurers' net income has continued to decline and profit margins are at their lowest level in years.

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David Saltzman's Blog

David Saltzman

When smart enough, isn't

By David A. Saltzman, RHU, DIA

Mom used to tell us that smart people learned from their mistakes, but brilliant people learned from the mistakes of others. Here's a mistake with a lesson if ever there were one. The Commonwealth of Massachusetts intends to double a key tax on employers in an effort to save health insurance for thousands of workers who've been laid off.

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Richard Hoe's Blog

Richard Hoe

Ending on a positive note

By Richard Hoe, ChFC, CLU, AEP

The general outlook for 2010, if you believe Barron's, or any of the other publications I read, is positive, with most pundits being fairly bullish.

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Person of the Week

Patrick McEvoy

Woodbury Financial Services appoints Patrick McEvoy President and CEO

Woodbury Financial Services, Oakdale, Minn., has named Patrick McEvoy as its new President and Chief Executive Officer. In this role, McEvoy is responsible for providing strategic direction and leadership of the broker-dealer, which has over 1,700 registered representatives and 200 home office employees.

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Product of the Week

Lincoln Financial Group launches Lincoln MYGuarantee Plus Fixed Annuity

Lincoln Financial Group, Philadelphia, has introduced its new single premium product, Lincoln MYGuaranteeSM Plus deferred fixed annuity.

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