by Chris Nesbitt | Sep 22, 2015 | Economy, Healthcare, Retirement
I’m excited to announce the merger of my company with a regional leader in group benefits, NorthPointe Insurance. This partnership enables me to offer my clients full-service benefits planning and increased customer service. NorthPointe brings considerable expertise...
by Chris Nesbitt | May 19, 2015 | Debt, Economy, Retirement, Savings
You’ve heard of banking on yourself? Well here’s a free ebook that’s even better. A savvy client recently reminded me of this classic financial book which I hadn’t thought about in many years. Generations ago, it was a bestseller which banks,...
by Chris Nesbitt | Mar 28, 2015 | IUL, Life Insurance, Retirement
A friend sent me this brief story about his recent experience with a new client. I feel it’s worth sharing with you… Tim is a 41-year old successful hedge fund manager with a wife and three young kids. And he has no life insurance at all. Why? In college,...
by Chris Nesbitt | Feb 10, 2015 | Economy, Oil, Stock Market
The bulls bounced back this past week as futures speculators bid up the price of oil, which closed on Friday at over $52.00 per barrel. The broad US indices rode the coattails of oil, producing their best weekly performance in awhile. Last week the S&P 500 Index...
by Chris Nesbitt | Jan 28, 2015 | Economy, Retirement, Social Security
Are you or someone you know about to file for Social Security benefits? I wouldn’t if I were you… at least not until you first learn how to maximize your benefits. You may recall that last year I began offering a new service to my clients and the...
by Chris Nesbitt | Jan 28, 2015 | Economy, Retirement, Stock Market
Worth the read: These guys may not know where the market is headed, but their opinions are entertaining and informative, so here ya go!…. Strong dollar weighs on US results published by US Equities This Is a Flash Crash Waiting to Happen published by TheStreet...
