Articles

February 13, 2020

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The number one reason that people purchase an annuity in the first place is income protection, protection from living too long. Think of it as an insurance to protect you. . .
February 12, 2020

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How safe is your fixed indexed annuity? Should you trust a fixed indexed annuity with your important retirement funds? What happens if an insurance company were to fail? These and. . .
February 11, 2020

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Could the Millennial Generation’s retirement create the most significant financial drain in taxpayer history? Everyone knows or has heard of the Millennial generation. As of 2019, the Millennial generation surpassed. . .

February 11, 2020

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Buying a US Treasury EE Bond can be a great idea if you want your funds held long term and have no need for the funds prior to their 20. . .
February 6, 2020

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Typically Brokered CDs are long term commitments. A Brokered CD could have a term of 10 or 20 years. The value of the Brokered CD is set for the time. . .
February 4, 2020

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If you’re like most of us, there’s at least one designated junk drawer in your home. This is the “drawer of no return,” the place for rubber bands, loose batteries,. . .

January 7, 2020

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The SECURE ACT took effect 1/1/2020: Will your family be affected? When it comes to finding new ways to siphon more money out of middle-class taxpayers’ pockets, there is no. . .

December 19, 2019

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“It’s not what you make that counts!” Exhorts friend and mentor Ed Slott in an interview we recently conducted. “It’s what you keep – after taxes!” Ed Slott has a. . .

November 22, 2019

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It is very common when individuals explore retirement plan alternatives that they focus on the monthly payments they will receive when they start taking lifetime income. There are certain circumstances. . .

November 12, 2019

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Learn the benefits and the downside of directing your own IRA Even many of the more sophisticated, adventurous investors among us know little to nothing about Self-Directed IRAs (SDIRAs). These. . .

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