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U.S. Government Accountability Office issues report titled – Retirement Income: Ensuring Income throughout Retirement Requires Difficult Choices

By William Baker, J.D —————–> Increased life expectancy is a good news / bad news situation. The “good news” is that you live longer. The “bad...

Offering financial security to clients in the 21st century

By William Baker, J.D —————–> In the not too distant past,  the path to financial security was significantly more linear than it is today. Many traditional notions...

William Baker, J.D.

During my career in the financial services industry I have had the opportunity to work with many clients in great, good, bad and downright horrible economic environments. I started working in the insurance...
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