Monthly Archives: July 2011


Latest Study About Fears in Retirement

Allianz, a large international insurance carrier conducts an annual retirement surveys. There latest survey shows some interesting results. None of these are a surprise to our advisors because we meet every day with clients and prospects who voice similar outlooks. What the study showed: 1. 58% of baby-boomers fear outliving their money more than death! Death [...]

Seeman Holtz

301 Yamato Rd #2222, Boca Raton, FL 33431
Boca Raton, FL