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Blogs about: Estate Planner

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City of Fresno | Swieso | Suspected Homicides

marlalk wrote 3 months ago: Olive Ave., through Fresno’s historic Tower District, is a street lined with murders, suspected homi … more →

Tags: California, CHFC, City of Fresno, Clù, DiBuduo DeFendis, foreclosure, Kerry Trost, Principal Financial, Wilbert Swieso

Principal Insurance Behind Swieso's Reign of Terror1 comment

missmarla wrote 4 months ago: CLICK: Marla Wilbert G. Swieso, CLU, ChFC – considered to be one of Principal’s “t … more →

Tags: fresno ca, Burglary, Elder Abuse, forgery, Insurance, Poison, preying on elderly, Principal Financial, Real Estate Fraud

Wilbert G. Swieso, CLU, ChFC1 comment

missmarla wrote 5 months ago: CLICK: Marla Anyone who knows Wilbert G. Swieso is aware of his offers to elderly insurance and esta … more →

Tags: fresno ca, Swieso, Bonadelle, DiBuduo DeFendis, Principal Insurance, Griffith, Thornton, Clù, underwriter

Dear Alan Autry aka: Bubba Skinner (Fresno, CA)

missmarla wrote 6 months ago: CLICK: Marla You did not have to have us killed in order to have the water lines on our properties s … more →

Tags: CA water shortage, forgery, ID Theft, homicide, Wilbert Swieso, Mono Hot Springs, alan autry, murder, Camping

reversemortgageinsights wrote 9 months ago: The Domino Effect Who Suffers When Seniors Reduce Spending? The American economy depends on a viable … more →

Tags: Reverse mortgage, Financial Solutions, estate planners, Financial Planners, Real Estate, Myths, Urban Myths, elderly, Seniors

A BRIDGE to Tomorrow 1 comment

reversemortgageinsights wrote 1 year ago: What Every Senior Homeowner Needs To Know Bridge to Future Financial Peace of Mind With pension plan … more →

Tags: Financial Solutions, Reverse mortgage, estate planners, Financial Planners, Seniors, Elders, financial peace of mind, Depression, recession

No help or justice, dead or alive: Fresno, CA1 comment

missmarla wrote 1 year ago: How far does Mayor Alan Autry’s involvement in Wilbert G. Swieso and Jeffry C. Winslow’s … more →

Tags: City of Fresno, Mono Hot Springs, suspected homicide, Sewage, Mayor Alan Autry, Attempted murder, hepatitis, insurance agent, diabetes

Estate Planning - waste of money (Fresno)1 comment

marlalk wrote 1 year ago: Many people / families spend a lot of time and money in making sure their estates are left in order. … more →

Tags: fresno ca, Principal Insurance, Broker-Dealer, insurance agent, corrupt, Financial Advisor, Analyst, Securities, Investors

The $700 BILLION BAILOUT

laurawesthoff wrote 1 year ago: More details emerge (and two investment banks make moves). As the weekend developed, so did the fede … more →

Tags: Insurance, CPA, Client, prospective client, Cold Prospect/Lead, Other Professional - Attorney

Swieso / PRINCIPAL INSURANCE - Fresno, CA14 comments

marlalk wrote 1 year ago: It was 1982 when I went to an employment agency seeking a job.  The woman I met with seemed confused … more →

Tags: fresno ca, Swieso, insurance fraud, "long term care", specializing in elderly, Principal Insurance, Broker-Dealer, Elder Abuse, financial consultant

ESTATE PLANNING by JAY PERRY

jaykperry wrote 1 year ago: Contrary to what many might believe, estate planning does not necessarily end at the death of the te … more →

Tags: Annuities, Estate Planning, financial planning, Jay K. Perry, Jay Perry, Retirement, Trusts, indexed annuities, taxes

Maximizing CD Power by JAY PERRY

jaykperry wrote 1 year ago: To get the most from certificates of deposit (CDs), stagger CD maturities by purchasing a variety of … more →

Tags: Annuities, CDS, certificate of deposit, Estate Planning, financial planning, Jay K. Perry, Jay Perry, Retirement, Trusts

Ready to Retire? by JAY PERRY

jaykperry wrote 1 year ago: Many retirees express the wish that they’d kept on working instead of retiring when they did.  … more →

Tags: Annuities, Estate Planning, financial planning, Jay K. Perry, Jay Perry, Retirement, Trusts, financial plan, indexed annuities

Tips on Saving Money for Retirement!1 comment

jaykperry wrote 1 year ago: Jay K. Perry, Certified Estate Planner and financial expert with 14 years of financial planning and … more →

Tags: Investments, Jay K. Perry, Jay Perry, Real Estate

David A. Silva, atty - repost from 4/29/086 comments

marlalk wrote 1 year ago: THE STATE BAR OF CA UPDATED APRIL 2, 2008   DAVID ANTHONY SILVA, atty Member No. 149506   Case No.   … more →

Tags: fresno ca, Fraud / Corruption in CA, fresno, California, Swieso, fraud, attorney, real estate theft, corruption

A possible recession? By Jay Perry 1 comment

jaykperry wrote 1 year ago: Are we headed for a Recession? That is the question- well I dont know about anyone else but I havent … more →

Tags: arizona, Investments, Jay K. Perry, Jay Perry, Money, recession

Annuities by Jay Perry Certified Estate Planner

jaykperry wrote 1 year ago: Jay K. Perry Estate Planner Arizona will post his opinions here on investing in annuities. Jay Perry … more →

Tags: Annuities, Jay K. Perry, Jay Perry, Probate

Probate by Jay K. Perry

jaykperry wrote 1 year ago: Jay K. Perry Estate Planner Arizona will post his opinions here as an Estate Planner in Arizona on P … more →

Tags: Jay K. Perry, Jay Perry, Probate, Real Estate

Revocable Living Trusts by Jay Perry

jaykperry wrote 1 year ago: Jay K. Perry Estate Planner Arizona will post his opinions here on buying a trust, attorneys, probat … more →

Tags: Jay K. Perry, Jay Perry, Power of Attorney, Probate, Real Estate, Trusts, Wills


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