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January 9, 2019

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Life after the memorial: 9 things every widow MUST do in order to protect her financial well-being Losing a spouse is difficult at any age, but it is particularly devastating. . .

January 5, 2019

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Lies my financial advisor told me, or How I stopped worrying about “yields” and started loving my guarantees… “It’s not how much money you make, but how much money you. . .

December 17, 2018

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Dont be scammed by crooks when it comes to taxes Regardless of what happens with the DOL ruling and other regulatory issues, one thing will become more and more relevant. . .

December 17, 2018

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For years, an income gender gap has existed between males and females. Despite enormous efforts and great successes, the income gap is causing retirement planning for women to be a. . .

December 17, 2018

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An annuity can provide many benefits an IRA can not The Federal Budget needs money, and spending will not go down, the deficit will increase. The federal government must find. . .

December 16, 2018

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What’s in a name? A lot if that name is a beneficiary of your annuity. Your annuity fund has the possibility of becoming a significant financial asset, one that can. . .

December 15, 2018

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How safe is YOUR wallet? Are you protecting yourself from the banks’ “worst practices?” So widespread and commonplace is 21st-century banking fraud that recent money laundering allegations leveled against Danske. . .

November 27, 2018

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Don’t be mislead by annuity gossip. Misunderstanding: If you die owning an annuity, the company keeps the money. Annuities are contracts and as such have a designated beneficiary. In the. . .

November 19, 2018

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Seemingly insignificant charges in retirement plans can add up! So much fine print goes unread. Few people realize how significantly 401(k) account fees can impact their retirement savings efforts. AARP. . .

November 19, 2018

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Balance your investments to maintain stability Building a well balanced and diversified portfolio is a solid approach and plan for the conservative investor. There is an old saying about investing:. . .

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