Case Studies

Hidden Dangers of Annuities Case Study: The Widow and the Credit Union

Martha’s husband died unexpectedly in his forties, and had left her a couple hundred thousand dollars, mostly by way of a life insurance policy. She was rather unsophisticated in money matters, but knew she would have to watch her pennies…

A banner with four images at the top: a man analyzing stock charts on a computer, a nest with eggs and dollar bills, a hand writing on a notebook beside financial charts, and a digital stock market display with red and green numbers. Below the images, the text reads "Annuity Dangers Case Study: The Politician’s Wife" in bold black letters on a light peach background. A small green square with the white letters "CW" is centered above the text.

Annuity Dangers Case Study: The Politician’s Wife

Judy came to one of our “Got Annuities?” workshops in Jacksonville, driving over two hours to get to the first scheduled session, even though one much closer would be held a day later. But she was nearly frantic, and could…

Smarter Money Matters: Fixing Major Asset Protection Mistakes, True Tales from the Wealthy. The image features three professionally dressed individuals—a man with a beard in a gray suit and blue tie, a woman with long blonde hair in a navy blazer, and an older man with a mustache and bow tie in a dark pinstripe suit—against a geometric background of green, teal, and mustard colors. A red "Watch Now" button with a video camera icon is in the top right corner.

Smarter Money Matters | True Tales from the Wealthy: Fixing Major Asset Protection Mistakes

Submit Questions for Next Week’s Episode hereIn this episode of Smarter Money Matters, Jeff Camarda, PhD, CFA®, and CFP® pros Anna Wonderlick & Lou Versil break down a real client case study. What they uncovered: Risky reliance on two-hat advisors…

Forbes Best-in-State Wealth Advisors 2024, Shook Research. Ranking provided by Forbes Media LLC and Shook Research LLC to Camarda most recently on April 3, 2024, based on data as of June 30, 2023. Camarda did not pay for this recognition.

Esteemed Recognition Continues

We are excited to announce that Camarda Wealth Advisory Group has once again been spotlighted on Forbes’ 2024 Best-In-State Wealth Advisors list! (Ranking was provided by Forbes Media LLC and Shook Research LLC, to Camarda most recently on April 3,…

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Hidden Dangers of Annuities Case Study: The Widow and the Credit Union

Annuity Dangers Case Study: The Politician’s Wife

Smarter Money Matters | True Tales from the Wealthy: Fixing Major Asset Protection Mistakes

Esteemed Recognition Continues

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