Securities offered through Purshe Kaplan Sterling Investments Member FINRA/SIPC

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Annuity Owner

Opportunities

Tips and Ideas That Could Save You Thousands

These are only a few ideas to help you better protect your annuity assets and make the most of what you worked hard to accumulate. 

            Financial and retirement planning can produce hundreds of thousands of extra dollars in your estate, even if your estate is of modest size.

·  Find an advisor who is knowledgeable in senior matters.

· Find an advisor who will answer your questions as well as answer questions that you have not thought to ask.

·  Find an advisor who will point out opportunities and caution you about risks and one who is knowledgeable about the special needs of retired individuals.

            With the sound advice of experience and a conservative retirement plan, you and your family can get the most out of your assets.

 

Mistakes in Selecting

Mutual Funds

Mutual Funds A Great Investment, But…

In this booklet you’ll learn:

·        About the total fees that you pay.

·        That often, the mutual fund you select isn’t what you think.

·        That you may be investing in securities you don’t want.

·        About building a portfolio of funds that compliment each other rather than replicate each other.

·        That many funds generate far more taxes than you want to pay.

·        That some mutual fund “professionals” may not be worthy of your financial trust.

 

A Structured Investing System That has Beaten 88% of All Mutual Funds

This booklet describes an investing system that, over the part 15 years (ending 12/31/00), has outperformed 88% of all mutual funds ranked by Morningstar (after a hypothetical 1% management fee).  The system calls for a selection of 5 or 10 stocks that meet the criteria explained in Beating the Dow by Michael O’Higgins.

         

 

Securities provided through Purshe Kaplan Sterling Investments, Member FINRA/SIPC,

Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211.

 

Popa & Associates, P.C.

Broughton Professional Building
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Bethel Park, PA  15102
phone:  (412) 854-1260    fax:  (412) 854-1460

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