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Porter Kickham Joins Association of Wartime Vets(2)

2009/06/24
In March, Guy went to Michigan for training at the national headquarters for the American Association of Wartime Veterans. This non-profit organization helps senior veterans, spouses and widows get an obscure benefit from the Veterans Association called the Aid and Attendance Benefit.

We are now uniquely able to help our clients plan to qualify for this benefit. Those who qualify receive between $12,000 to $19,000 tax free every year.

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OOPS: Investors Mistake Brokers for Advisors

According to a survey conducted from April 12 -16, 2007, the average pre-retiree could not distinguish between a stockbroker and a registered investment advisor in order to determine who they should be listening to for retirement planning.