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Do not buy an annuity without taking a look at this whitepaper. It provides all the questions you need answered before buying an annuity. Take advantage of this incredible offer and you’ll receive 5 additional free whitepapers from us as an added bonus!
- Tips for selecting an advisor
- Top ten ways to plan for retirement
- Getting the most out of Social Security
- Annuities vs. CD’s
- How to treat your annuity in Roth IRA conversion
Meet Dave
Dave Mortach has been in business for 13 years. He is one of the top agents in the country, with a great support staff also available to help. Dave is the son of a North Olmsted fireman. He has been in and around North Olmsted all of his life and currently is in Avon, Ohio. Dave is married with 2 daughters, one just started at Penn State University and the other is just starting high school. We have been doing radio for 4 years now. Again, to contact us 24/7 please call 1-877-GAINS-4-U or email Dave at dave@mortachfinancial.com
Smart Money
SmartMoney.com: Retirement
- Best Retirement Move Almost Nobody Makes April 16, 2013Experts say more savers should roll plans into their new job's 401(k). […]
- Investing Rules to Rescue Your Retirement March 27, 2013Commentary: Burton Malkiel and Charley Ellis don't want your money. In fact, these two respected investing experts want you to spend less on mutual funds. […]
- 10 Things Medicare Won't Tell You March 11, 2013The costly glitches in the government's massive entitlement program. […]
- Should Gramps Save for College? February 28, 2013Firms begin pitching 529 plans to grandparents. […]
- Retirement Lessons From the Pope February 12, 2013If you've got a job for life, when should you call it quits? […]
- One in Four Savers Has 401(k) 'Leakage' January 16, 2013Early withdrawals and loans suck $70 billion a year out of system; tax penalties hurt savers. […]
Fox Business
FOXBusiness.com
- Morgan Stanley: To Sell India Wealth Management Assets to Standard Chartered Bank May 20, 2013Morgan Stanley (MS) Monday said it is selling its Indian wealth management business to Standard Chartered PLC (STAN.LN) for an undisclosed sum. "Morgan Stanley will work closely with Standard Chartered over the coming months to ensure a smooth transfer of our wealth management clients currently serviced in India," the U.S. investment bank said in a […]
- Elan eyes more deals this year with $1 billion warchest May 20, 2013Elan will still have $1. […]
- Goldman Sachs Chief Confident Euro Will Survive May 20, 2013The chief executive of Goldman Sachs (GS), Lloyd Blankfein, is confident the euro will survive despite the debt crisis, he said in an interview with newspaper Welt am Sonntag. […]
- SAC Capital's Cohen gets subpoena to testify: NY Times May 20, 2013Steven A. […]
- Suncorp Mulls Selling 'Non-Core' Bank May 20, 2013Suncorp Group Ltd. (SUN.AU) is looking at ways to sell the "non-core" bank unit that houses its sour property loans, in a move that would free up capital and could mean higher payouts for investors, The Australian Financial Review said Monday. […]
- Goldman Sachs to Invest in Japan Green Energy May 20, 2013Goldman Sachs plans to pour about Y300 billion ($2.9 billion) into Japanese renewable energy projects over the next five years, having determined that a long-term scheme here to buy renewables at fixed rates will provide a stable source of income, the Nikkei reported in its Monday morning edition. […]
- Suncorp Mulls Selling 'Non-Core' Bank - Report May 20, 2013Suncorp Group Ltd. (SUN.AU) is looking at ways to sell the "non-core" bank unit that houses its sour property loans, in a move that would free up capital and could mean higher payouts for investors, The Australian Financial Review said Monday. […]
- BOE's King Says More Steps Needed for Growth May 20, 2013The U.K. economy is in recovery but policy makers need to do more to lift growth, Bank of England Gov. Mervyn King said Sunday. "We are seeing a recovery. […]
- Analysis: High speed trading a stiff challenge for U.S. regulators May 19, 2013Financial trading in world markets has grown so lightning-fast that effective regulation is growing tougher by the second, increasing the threat of crashes sparked by hoaxes, electronic glitches or yet-unknown causes. […]
- Analysis: Little sign Abe can shake up Japan's inbound FDI May 19, 2013Japan risks missing, yet again, an opportunity to use foreign investment to help fuel sustained economic growth that has eluded it for the last two decades. […]
Forbes Personal Finance
Forbes – Personal Finance
- Just When You Thought You Knew Every Way Your Credit Report Could Be Used Against You. (A Case Study) May 19, 2013Whether we are talking about mortgage loans, credit cards, auto or student loans, most people know that credit reports play an important role in our lives. […]
- 10 Things You Absolutely Need To Get A Mortgage May 19, 2013Here is the ?laundry list? of docs we will need to get started on a mortgage application. […]
- 6 Things You Think Add Value To Your Home - But Really Don't May 19, 2013Every homeowner must pay for routine home maintenance, such as replacing worn-out plumbing components or staining the deck, but some choose to make improvements with the intention of increasing the home's value. Certain projects, such as adding a well thought-out family room - or other functional space - can be a wise investment, as they do add to the v […]
- Gen X And Late Boomers May Have Lower Standard Of Living In Retirement, Study Says May 18, 2013A new study on retirement savings across generations raises concerns about whether late boomers and Gen Xers will have enough to live on in their golden years. […]
- Bill Gross & Jeff Gundlach Make Bold Calls Based On Monetary Policy May 18, 2013Bond Gurus Jeff Gundlach of DoubleLine, and Bill Gross of PIMCO have started to make market calls that don?t directly have to do with the direction of interest rates or which type of bonds provide the most value. Rather, they have both started to make market calls based on their understanding of how central bank monetary policy (something that they follow cl […]
- What It's Really Like To Moonlight As A Landlord May 17, 2013By Tom Anderson […]
- What Divorcing Women Need To Know About Alimony 'Reform' May 17, 2013What Divorcing Women Need to Know About Alimony ?Reform? When we hear that something?s being ?reformed,? the general idea is that it?s being improved in some way. As in my post last week about new changes to credit card laws, reforms typically represent progress, right? Well, unfortunately for most divorcing women, recent legislation proposing sweeping ?refo […]
- What Divorcing Women Need To Know About Alimony 'Reform' May 17, 2013When we hear that something?s being ?reformed,? the general idea is that it?s being improved in some way. As in my post last week about new changes to credit card laws, reforms typically represent progress, right? […]
- Five Steps Toward Fixing the Hole In Your Retirement Plan May 17, 2013A new report casts considerable doubt on how well many Americans will fare in retirement: Those born between 1966 and 1975, the so-called Gen-Xers, will be the worst off, able to replace only half their working income. Older savers will do better, but only just. […]
- This Summer, Hire Your Kids May 17, 2013Unemployment figures may be improving, but young people today still face a tough road summers and after graduation. Even professional school isn?t the job offer bonanza it once was. That can make offering kids a job in the family business almost a necessity. Besides, on top of tangible and familial benefits, there can be significant tax benefits. […]
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