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Jack E. Stephens Blog

Beware Of Annuity Salesmen Who Pose As “Living Trust Consultants”
April 30, 2008

Beware of unscrupulous annuity salesmen who pose as “Living Trust Consultants” who use the Trust as a hook to sell you…

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IRA Alert: Vanguard Beneficiary Designation Policy Change
April 30, 2008

If you have an IRA with Vanguard be aware that it is changing their beneficiary designation policy in September 2008. It…

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Medical Alert: MRI And MRA Advisory
April 30, 2008

If you are advised to have an MRI or MRA by your doctor, you must determine if gadolinium will be utilized….

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