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Important Disclosures

Important Disclosures and Public Statements


The articles published here represent the personal views of the author(s), and not necessarily the views of any securities firm, insurance company, FINRA, SEC or organization with which he or she may be affiliated. All statements made in these articles are for general information only and are not intended to provide, nor should they be relied on as, legal or investment advice.  Readers must consult with their qualified investment, tax or legal advisors before relying upon any content contained herein. Statements made in these articles may be incorrect for your state or jurisdiction. Also keep in mind that at the time when you read such statements the underlying rules, regulations and/or decisions may no longer be controlling or persuasive as a matter of investment or insurance law or interpretation.

Consumer Finance Articles

Entries for 'Ryan Cass'

Viaticals & Life Settlements...The Secondary Market

In 1989, An American who had come to grips with the fact that he had terminal cancer sold an existing in-force life insurance policy for an amount greater than the cash value and less than the death benefit. This transaction marked the beginning of a life insurance secondary market i.e. the Viatical...

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TAGS: Seniors, Viatical, Life Settlements, Life Insurance

Are There Errors In Your Pension Calculation...

There has been a shift in the employer-sponsored pillar from defined-benefit plans to defined-contribution. Companies started shifting away from defined-benefit plans because they were more expensive for them. Defined Benefit Plan is the old-school plan that pays a certain portion of an employe...

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TAGS: Retirement, Pension, Defined Benefit, Defined Contribution, 401k

The Staggering Statistics Questions the “Road To Recovery”

"U.S. households have seen more than $13 trillion in wealth evaporate—with retirement accounts and life savings swept away as the markets declined," says Phil Angelides, chairman of the Financial Crisis Inquiry Commission.  In the wake of the most significant financial crisi...

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TAGS: Minorities, Wealth, Housing

Get Help from Financial Services Professionals

 GET HELP Get Help from Financial Services Professionals Auburn Mountain Financial Education Services suggest you get help from Financial Services Professionals. They can help you grow, protect and manage your wealth and assets. They not only know the path…they walk the path. ...

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TAGS: , Consumer Education, Financial Services Professional, Financial Practitioner, Insurance Advisor, Financial Advisor

Elder Abuse

 Elder Abuse and Financial Abuse Elder Abuse and Financial Abuse | $2 Billion & Growing Elder abuse is doing something or failing to do something that results in harm to an elderly person or puts a helpless older person at risk of harm. A report completed in 2009 entitled Broken Trust: ...

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TAGS: Aging, Elder Abuse, Financial Abuse, Elder Care

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