How Fixed Indexed Annuities Offer Guaranteed Income And Avoid Market Risk

From time to time clients ask me for an analogy about what Fixed Indexed Annuities are and how insurance carriers can provide upside potential and growth while insulating the annuity owner from downside market risks. An analogy from the world of real estate investing may help understand the concept. Many real estate investors would be [...]

By |2018-03-11T00:15:28+00:00February 26th, 2018|Annuities|

Preparing For Retirement Beyond The Finances

When I speak with my clients about preparing for retirement, of course, the conversation involves finances. However, I have found that preparing for retirement goes far beyond planning your finances (although that is a key component!). Sitting down with new clients some of the questions I ask are: • What are you planning on doing [...]

By |2018-03-11T00:16:36+00:00February 24th, 2018|Retirement Planning|

A Contemporary Twist On Little Red Riding Hood

One day Little Red Riding Hood was walking across town to her Grandma’s house. She was carrying her favorite basket which she always used when bringing things to Grandma’s, except today in the basket she would be carrying something very, very valuable and important—in the basket would be Grandma’s life savings. Grandma was retiring after [...]

By |2018-03-11T00:17:52+00:00February 14th, 2018|Retirement Planning|