Safe Isn’t Always Safe

We came across this article in the Lowell Sun and wanted to share it with our clients. Don’t gamble your retirement savings away. Safe isn’t always safe by Stephen Kelley “But is it safe?” This is one of the most perplexing questions I get from people who are considering using our income-planning services. More often…

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Five Facts about Annuities

Making decisions about money usually is not fun unless you are deciding how to spend it. During a lifetime of earning money, it at least seems pretty straightforward: the paychecks come in; we pay our expenses; and we save whatever is leftover. It is not too difficult to set up a retirement savings accounts, either,…

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Owning Annuities Can Mean Greater Retirement Happiness

Despite modest growths in the stock market since the recession, many baby boomers are reporting they feel less confident that they will have enough money to last through retirement. Are you in this category? Since only 27% of boomers feel they will have enough money, it would not be surprising if you are part of…

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Four Risk Factors to Know When Retirement Planning

­­­­­­­­­­­­Today, Americans are living longer than ever, and much longer than most retirement plans anticipated in the 1960s and 70s. But there is no shortage of “retirement planners” that seek to take advantage of this growing demographic. Unfortunately, not everyone who claims to be a retirement planner actually is. How do you sort out the…

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Everest Wealth Management Supports the Blue Valor Foundation

Blue Valor Foundation’s Salute to a Hero Memorial Golf Tournament Everest Wealth Management proudly sponsored the Blue Valor Foundation’s Salute to a Hero Memorial Golf Tournament in May 2015. We joined other major sponsors, including Nissan, Arnold Palmer Enterprises, J. Brown Jewelers and NF America to raise funds for the families of Maryland law enforcement…

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Everest Wealth Management Connects with Clients; Releases New Video Explaining Personalized Retirement Planning

Everest Connecting with Clients Unparalleled Customer Service Everest Wealth Management, has released new videos to further communicate with current and prospective clients. The brief productions, featuring Founder Philip Rousseaux and staff, highlight our company’s unparalleled customer service and retirement planning service offerings. A boutique firm that does not custody assets, we connect clients with large,…

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Why Wall Street Doesn’t Work for Retirement Income

Most financial advisors want to help you build wealth, and that sounds great. Don’t we all want to build wealth and have more? It makes sense during your working life, but that does not mean it is best for retirement. Retirement usually means you have turned the point from building wealth to spending money on…

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Retirement Planning: Five Reasons You Should Work With a Specialist

If you ask people what they want to do in retirement, likely answers include: relax; travel; have fun; spend time with friends and family. These goals may sound similar, but in reality, they mean different things to different people. Some people want to golf once in a while, some hope to be the first to…

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The Big Five 2014 Advisor of the Year Finalist

(From LifeHealthPro.com) JUL 15, 2014 | BY DANIEL WILLIAMS, PAUL WILSON, VANESSA DE LA ROSA After months of pouring over nominations, Retirement Advisor rolls out the annual Advisor of the Year finalists. In making our selections, we looked at multiple categories. Among those are production,community involvement, an ability to connect with clients, a passion for…

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