The Whisper, CFP® Apr 16, 20202 minWhat is an Annuity?… and what you should know about them. Individuals hold about $2.2 trillion in annuity contracts; a tidy sum considering an estimated $9....
The Whisper, CFP® Nov 3, 20182 minNew California Bill regulates increases to life insurance premiumsAmong several laws signed by Governor Jerry Brown on September 2018 is Assembly Bill (AB) 2634, which is intended to protect and assist c...
The Whisper, CFP® Oct 30, 20182 minDo You Know Who Your Beneficiaries Are?Your beneficiary choices may need to change with the times. When did you open your first IRA? When did you buy your life insurance policy...
