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How Exactly Do “Medicaid Annuities” Work?

A recent article in Financial Advisor IQ discusses the role single-premium immediate annuities (SPIAs) can play in preserving wealth when one spouse is nursing home-bound. Acorn advisor, John Ryan, is quoted in the article outlining caveats when buying SPIAs, specifically
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Frank Jacobs Hits the Links with Chi-Chi Rodriguez

While away at the Crump Life Insurance Leaders Conference in Puerto Rico, Frank Jacobs ran into professional golfer Chi Chi Rodriguez cruising along in his custom-built, canary-yellow golf cart. Frank has yet to admit if he was privileged to a
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Acorn Financial Hosts 2nd Annual Golf Outing

Acorn Financial Services would like to thank all attendees of our 2nd Annual Tin Cup! It was a beautiful day for a golf outing and our team had a blast spending time with all of our guests at Hidden Creek
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Financial Threats to Consider

Are you living without crucial coverage such as life, health and disability insurance? Are you making big investment bets or failing to diversify your portfolio? A recent Wall Street Journal article titled “Are You Overlooking Big Threats to Your Finances?”
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Is Concierge Medicine on Your Radar?

At Acorn Financial, we believe it is essential to consider out-of-pocket medical expenses in retirement as a critical component of your financial plan. Acorn advisor, Matthew Brennan, was recently quoted in Financial Advisor IQ encouraging clients to carefully research concierge
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Wills, Trusts, Power of Attorney and Guardianship

Those may not be terms that you know anything about right now. This may be because many financial planners and wealth managers focus only on investment accounts. While managing your investments and planning for retirement are very important and a
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We’ve Moved Press Release

FOR IMMEDIATE RELEASE Tel. 703.293.3100                         Acorn Financial Services Announces Its Move to Reston, VA Reston, Va., October 16, 2014 – Acorn Financial Services announces its move to 1875 Campus
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Oktoberfest Open House

October 2014 marked the beginning of a new chapter for Acorn Financial Services. The group officially relocated their main office to a newly built space in Reston, VA.  The firm has grown substantially over the past few years and the
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How investment advisers can win DIY clients

Friday, August 22, 2014 – Article by Hilary Johnson. James Gambaccini was recently quoted on a Reuters article on How Investment Advisers can win DIY clients.

Retirement Income Planning

The pre-retirement phase of clients’ working lives is the primary focus of most financial advisors. But it is possible to build a thriving practice in the retirement income planning market even after clients stop working. Here is James Gambaccini’s approach
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