Which financial adviser would you pick to give you advice on retirement: a planner with extensive training as a generalist or someone who claims special expertise in retirement issues? If you said the latter, you could be set- ting yourself up for a scam-or at least sketchy advice. Planners eager to mine the rich vein […]
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The card that landed in mailboxes throughout central Illinois in early 2008 promoted “the most informative retirement workshop you’ve ever attended.” Pinnacle Investment Advisers, which had four offices in the area, was offering discussions of Medicaid planning, IRAs, and tax-efficient income over lunch or dinner. Bios of Pinnacle owners Susan and Tom Cooper mention their
Indexed Annuities are a Safety Trap Read More »
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