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Savings

Can Someone Please Explain Annuities!?

There are a lot of things that go into finance. A lot of words that people don’t understand, a lot of concepts that people can’t quite grasp. Thankfully, we’re here to help! Let’s break down what an annuity is. 

First, we’ll go over some basic terms that you’ll need to understand. 

 

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Year end clean up: Protecting your information

With our lives moving online, the number of ways that bad guys can take advantage of us seems to be growing exponentially. And, there is reason to worry: According to 2018 Identity Fraud, there were 16.7 million victims of identity fraud in 2017, a record high that was preceded by another record high in 2016.

Is Your Financial Advisor Guessing?

Tips to know if your financial advisor has your best interests at heart.

I’ve mentioned how we are nearing the end of 2018 in a previous blog and as is the norm, this time of the year really is a great time to reflect on our achievements and the goals we set ourselves.   Setting goals takes a bit of self-reflection and determining what it is that we want. 

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Gary Nagel, Dennis Spratt and James Powers are Registered Representatives offering securities and advisory services through Geneos Wealth Management, Inc., Member FINRA/SIPC, a registered broker-dealer and registered investment advisor. This communication is strictly intended for individuals residing in the states of AR, CA, CO, FL, IA, IL, KS, MA, MD, MI, MO, MN, NC, NE, NM, OK, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific state referenced.

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