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Dave Ramsey Advice

October 31, 2020 By Ben Borden Leave a Comment

I came across Dave Ramsey You Tube video where he swears against reverse mortgages. First, I would like to preempt this post saying Dave Ramsey holds no professional license whether it be a mortgage, investment, insurance, or Realtor or Medical or PHD or anything else of that nature. His opinions are his own from his Read More >

Filed Under: dave ramsey, Insurance, Mortgage, Personal Finance

social security income

Considering Social Security Early?

August 1, 2019 By Ben Borden Leave a Comment

There are Very Few Good Reasons to Take Social Security Early When approaching retirement, one of the first things a Retiree may consider is turning on their Social Security benefit.  According to Steve Vernon, a consulting research scholar in the financial security division at Stanford University’s Center on Read More >

Filed Under: Retirement, Social Security

trump tax plan

Trumps Proposed Tax Plan

November 3, 2017 By Ben Borden Leave a Comment

Republican lawmakers just released the Trump tax plan, cutting corporate and middle-class taxes. It has the potential to impact: • Individual tax rates • Changes for the middle class • Increasing the standard deduction and the child tax credit • Potential changes in the mortgage interest deduction • The medical Read More >

Filed Under: Mortgage, Personal Finance, Retirement, Taxes

Reverse Mortgages, Reconsidered

October 30, 2017 By Ben Borden Leave a Comment

Once widely disparaged, Reverse Mortgages are getting a second look. Too many baby boomers are retiring with insufficient savings. Many of these boomers are “house rich” and “cash poor,” and in response to their circumstances, they may decide to utilize a reverse mortgage. That move could make funding their Read More >

Filed Under: Mortgage, Personal Finance, Retirement

bull market and bear market

Enjoy the Market Rally, But Prepare for the Retreat!

October 25, 2017 By Ben Borden Leave a Comment

Investors may be lulled into a false sense of security by this market. Will the current bull market run for another year? How about another two or three years? Some investors will confidently say “yes” to both questions. Optimism abounds on Wall Street: the major indices climb more than they retreat, and they have Read More >

Filed Under: Economy, Personal Finance, Retirement, Stock Market, Wealth Management

Tips for Women Trying to Save for Retirement

June 23, 2015 By Ben Borden Leave a Comment

Numerous articles have mentioned the obstacles women can face as they save for retirement. Turning from the negative, here are some positive factors that may help women save more. Financial literacy. Learning about investing, retirement topics and the markets is step one. An appreciation and understanding of the Read More >

Filed Under: Personal Finance Tagged With: financial planning, retirement, women

bull-market

Bull Market

April 15, 2014 By Ben Borden Leave a Comment

Looking Beyond the Current Bull Market When the latest bull market for U.S. stocks reached the five-year mark on March 10, 2014, only five bulls had lasted longer. The Standard & Poor’s 500 index posted a gain of 177% for the five-year period.1 The current bull followed on the heels of the Great Recession and Read More >

Filed Under: Stock Market

key-man-executive-bonus

Executive Bonus

March 24, 2014 By Ben Borden Leave a Comment

Keeping Talent On Board with Executive Bonus Plans Despite the high national unemployment rate, a hiring survey reveals that there are often shortages of qualified candidates to fill positions in certain fields. Engineers, IT experts, and executives (or top managers) are all on the list of professionals with Read More >

Filed Under: Business Owners, Insurance

federal-reserve-janet-yellen

New Chair, Same Fed?

March 17, 2014 By Ben Borden Leave a Comment

In more than three hours of testimony before the House Financial Services Committee on February 11, new Federal Reserve Chair Janet L. Yellen laid out a monetary policy blueprint very similar to that of her predecessor, Ben Bernanke.1 Even so, Yellen — the first woman to head the central bank — takes over at a turning Read More >

Filed Under: Economy, Fed

when-your-child-should-file-a-tax-return

When Your Child Should File a Tax Return

March 7, 2014 By Ben Borden Leave a Comment

When Your Child Should File a Tax Return You might assume that a young person doesn’t have to file a tax return until he or she has reached adulthood, moved out of the family home, and is generally self-supporting. Yet IRS rules regarding who must file are based on the amount and source of income rather than Read More >

Filed Under: Personal Finance, Taxes

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Annuva Financial, LLC

Benjamin A. Borden CMPS®
Phone: 800-282-2004
Fax: 804-282-8821
Street Address:
11815 Fountain Way Ste 300
Newport News, VA 23606

Recent Blog Posts

  • Dave Ramsey Advice October 31, 2020
  • Considering Social Security Early? August 1, 2019
  • Trumps Proposed Tax Plan November 3, 2017
  • Reverse Mortgages, Reconsidered October 30, 2017
  • Enjoy the Market Rally, But Prepare for the Retreat! October 25, 2017

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  • Wealth Management (4)

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