It seems the older we get, the faster time flies. I can’t believe it’s almost the end of the year. After being out of the office for more than two weeks, I knew I’d have a bunch of email waiting for me. One email in particular caught my attention. Paul G., (of Queens, NY), who…
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My son walked into my office on Friday, the day before Halloween… and said, Hi dad: Knock-knock! Who’s there? Ice Cream! Ice cream who? Ice cream every time I see a ghost. I haven’t seen any ghost lately, but hearing about financial people who mislead consumers really makes me want to scream! Last week I…
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In Part 1 of this post, I covered the issue of surrender charges; why they exist, the actual real cost to access your funds and the mutual benefits to you the consumer and the insurance company – in response to the email I received from Eugene J. from Ann Arbor, MI who inquired about annuity…
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About the Author
Dan Campana has worked in the financial services industry for over twenty years. A highly sought after Retirement Specialist, and coach to other advisors. He has become a leading advocate and solution seeker for the health, financial and social issues facing retirees in today’s environment. His unique insight into personal finance has been developed through his experience with consumers, small business owners and professionals. As a business owner, he has built a successful financial services company serving client across the country. Contact Dan
