Today, August 29th, 2017, day 4 of Hurricane Harvey, I am sitting at my computer In Houston, Texas, safe and secure for the time being. At this point, I do. . .
As people age, they may find themselves in need of additional financial support. A Home Equity Conversion Mortgage (HECM), the most common type of reverse mortgage, is a type of. . .
There is an old saying about life insurance that describes why a policy is needed. “You buy life insurance because you either love someone or you owe someone.” Life Insurance. . .
Annuity Companies and how they invest. An annuity is a financial contract in which an insurance company agrees to make periodic payments to an individual, usually in exchange for a. . .
Surrender, in the context of annuities, refers to the act of terminating the annuity contract and receiving the remaining value of the contract in a lump sum, rather than receiving. . .
Are you a retiree or planning to retire soon and concerned about having your savings last? It’s a valid concern; with increasing life expectancies, many retirees have to find ways. . .
Retirement is a crucial stage of life—not just in terms of finances but also in personal fulfillment and security. However, achieving the retirement lifestyle you’ve always hoped for isn’t easy.. . .
If you’re a conservative investor looking for a steady stream of payments, both bonds and fixed index annuities might be for you. But what’s the difference between the two? Read. . .
Do it yourself Life insurance is here. Life insurance has been a big part of my lifetime business practice, and it has been a part of building portfolios and planning. . .
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