December, 2011 | Steven Van Metre, CFP®

Fast-talking sales pitches can make you ‘insurance poor’

January 9, 2016December 12, 2011 by Steven Van Metre

The Bakersfield Californian December 12, 2011 Bombarded by advertising – on cable television, in the mail and even from telephone solicitors – a recently retired couple came into my office last week with a simple question: Do we need to buy more life insurance coverage? The couple, who I will call Bob and Mary, have … Read more

Don’t let kids’ ‘dreams’ become parents’ ‘nightmares’

January 9, 2016December 11, 2011 by Steven Van Metre

The Bakersfield Californian December 11, 2011 Boomers are increasingly helping their children and grandchildren become homeowners, according to a recent nationwide survey commissioned by Better Homes and Gardens Real Estate. Through more than 1,000 interviews, researchers found one in five boomers has already gifted, loaned or co-signed a loan to support their children or grandchildren … Read more