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Talk to The Sandman on Alexa or Google

By Emily Binder | August 20, 2020

You have investing and retirement questions. We have answers. Now you can enjoy Protect Your Assets and financial advice 24/7 hands-free on your smart speaker or smartphone! Protect Your Assets is a new voice app available on Alexa and Google Assistant. You can talk to David Hollander, “The Sandman” and access…

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How to Avoid Probate

By Felicia del Junco | August 14, 2020

As you may know, probate is the legal process of “proving” a will after someone’s passing. Often times this process can take months, even years to resolve or conclude. Once probate begins after a person dies, that person’s assets become part of his or her estate unless those assets were…

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coins in jar with plant growing

Benefits of Fixed Index Annuities – Retirement Investing

By Felicia del Junco | July 29, 2020

What are the benefits of fixed index annuities? Could a fixed index annuity make sense for your retirement portfolio? These questions are ones that come up more frequently as the options in Fixed Index and other types of annuities become more popular as a way to generate income in retirement.…

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Why You Shouldn’t Worry About Market Volatility

By Emily Binder | July 25, 2020

Remember the 2008/2009 GFC (Great Financial Crisis)? Who can forget. But remember this, too: we survived it. During periods of crisis, it’s normal to see tremendous volatility. Consider this: during 2008 the low was down almost 40% and at the top of 2009, you had the market up almost 80%.…

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