Grandparents have choices in financial giving

The Bakersfield Californian December 10, 2010 Now is the time of year that doting grandparents begin thinking about buying “just right” presents to put under the tree. Often those presents come in the form of cold, hard cash. MetLife Mature Market Institute recently conducted a nationwide survey of grandparents age 45 and older with grandchildren … Read more

Not much ‘bang for your buck’ in this investment

The Bakersfield Californian November 19, 2010 A 46-year-old Bakersfield teacher came into my office recently with a “funny feeling” about an equity-indexed universal life insurance policy she had just purchased. The woman was approached by a local salesman and invited to bring a group of her friends together for dinner to learn about a “surefire” … Read more

Boomers face up to financial fears in retirement

The Bakersfield Californian July 23, 2010 As boomers age, they face one of the greatest challenges in their lives: how to avoid running out of money in retirement. Many boomers are financially unprepared for retirement and may go broke. A recent study released by the Employee Research Benefit Institute found that nearly one-half (47.2 percent) … Read more