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.

Financial Planning, Retirement Planning, Investments, Investment Management, Estate PlanningCarl Lachman, MBA, CFP®January 1, 2023Eclectic AssociatesRetirement Savings, retirement income, estate planning, investing, insurance, tax planning

Beware of Annuities: 5 Things You Need to Know

Our fiduciary advisory firm recommends that people beware of annuities. Here are five reasons why.

Financial PlanningAimee Calderon, CFP®October 23, 2019annuities, retirement planning, investments, insurance, commissions

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.