February 2019

May 4, 2024

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A joint and survivor annuity is held by two or more individuals, usually by husband and wife, under an arrangement wherein annuity payments are made in full while both the. . .
December 20, 2024

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The stock market goes up and goes down. Think YOYO. Many investors finally understand what YOYO means when investing:  You are on your own! When it goes up the financial. . .

May 4, 2024

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Income now or income in the future, annuities can do it all Have you ever wondered how much money you would need to set aside for retirement? Most people have. . .

May 4, 2024

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A Real Estate Investment Trust, or REIT, is a real estate company that offers common shares to the company, thus giving those on the “outside” the opportunity to invest in. . .
July 5, 2024

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How ignorant are those who don’t understand annuities and yet think they are experts A year or so ago, an article written by stockbroker, Brooks Rhys, made a clear and. . .

July 5, 2024

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A safety net can be important when things go bad Several noted economists and distinguished investors are indicating a bumpy ride ahead for the stock market, not only in America. . .

May 4, 2024

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Section 1035 allows owners of annuities (and life insurance) the opportunity to exchange an older annuity contract for a newer contract that may offer features more in line with current. . .

Do You Think You’re an “A” List, Whale, Big Fish, Top-Tier Client to Your Advisor with the Amount of Funds You Have with Them Now? Over the years, I have. . .

December 19, 2024

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Live long, prosper and enjoy lifetime income regardless how long you live Who doesn’t want to live a long time? As long as a person if healthy, living a long. . .

September 23, 2024

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Just imagine someone saying to you: “Mrs. Jones, how would you like to buy a sugar loaf, this sugar loaf is very unique, when you add sugar to your sugar. . .

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