Articles

Real Estate Investments in My Retirement Account, Really?

Did you know you can purchase real estate investments with your retirement plan? Well, you can!

Contrary to what your stock broker or financial planner may have told you, stocks, bonds and mutual funds are not the only permissible investment choices for your retirement account. If you are increasingly dissatisfied with your stock-market-based retirement plan portfolio, there are alternatives. A self-directed retirement plan may be the solution. […]

Articles

A Primer on Probate

By Leu & Peirce, PLLC Losing a loved one is never easy. Many people describe the weeks and months following such loss as “a blur.” After notifying family members, and planning and carrying out the […]

Articles

Retirement Planning

Statistics paint a disturbing picture of the future for retirees who have not planned appropriately. As a professional in the financial services industry since 1972, I have read many books and articles on the subject […]