Author: Anna Sergunina
19 May 2016 MONEY “DATES”
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The idea of “Money Dates” has recently resurfaced in my mind. I was having a discussion with my husband about our finances. We had just re-balanced our portfolio, with the help of our advisor, Jim Ludwick!...
13 May 2016 Live w/Jim & Anna, Ep. 25: Last Episode
Q/A: Home Equity in Retirement, Home Warranty & Auto Premium Increase
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10 Mar 2016 How To Avoid Getting Stuck With A Rental-Property Dudd
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If you’re thinking of buying a residential income property or converting your current residence into a rental, you might want to think again. A deal that looks good on the...
10 Mar 2016 Maximize Your Employee Benefits
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Being your own boss might seem like a sweet deal, but one of the advantages of working for a company is the employee benefits package you’ll usually get. Typical benefits include a retirement plan,...
10 Mar 2016 Be On The Lookout For These 7 Everyday Scams
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Each year, hundreds of thousands of older Americans are victims of abuse, particularly financial abuse. As a financial advisor, it’s part of my job to be on the lookout for...
