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Louisiana Retirement Specialists
Asset Protection Articles
Create your own pension
Very few people are aware of the attractive provisions of IRS-approved 412(i) plans. Never heard of a 412(i)? That is because only experts in the field of income and asset planning know how to use these plans. Over the years most employers have gotten away from defined benefit plans for their employees to 401(k) and [...]
Your Biggest Financial Regret
When we interview new clients, we ask them what investments they have that they are happiest with and we ask them “What is your biggest financial regret?” Those two questions help us better understand the person and how they view investing. One gentleman had a touching story when asked about his biggest financial regret. About [...]
J.P. Morgan’s “The Sleeping Point”
The Sleeping Point Reprinted with permission from Crash2 – Surviving the Next Great Depression by Stephen E. Covell A worried investor asked J. P. Morgan this question in the early days of the Depression: “What should I do about my stocks. I can’t sleep nights.” Morgan replied: “I’d sell down to the sleeping point.” If [...]
Baton Rouge Office
We have been in the same location in Baton Rouge for over 20 years.