PODCAST: The Basics of Personal Financial Planning
Learn the basics of personal financial planning from Eclectic's president, David Little. Saving, Investing, Insurance, Estate Planning, Taxes, & Retirement. This presentation was originally given to a local conference in March of 2022.
Beware of Annuities: 5 Things You Need to Know
Our fiduciary advisory firm recommends that people beware of annuities. Here are five reasons why.
Are Annuities Ever a Good Investment?
Salespeople can make annuities sound like the answer to every financial planning issue ever, but the hype and the reality are very different.