Many people are shocked at how much of their tax-deferred balances will be erased by current taxes when funds are withdrawn, and it is not uncommon for these accounts to. . .
The word annuity in and of itself is an enigma. What is an annuity? In its purest form, an annuity is a contract between an individual and an insurance company. . .
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While painful to contemplate, death is nonetheless a fact of life for which we all need to prepare. The death of a spouse brings its unique kind of grief, along. . .
Forced early retirement has become a critical issue in the United States, with far-reaching economic and personal implications for all citizens, particularly lower-income seniors. This blog post will take a. . .
You may have heard of annuities and have a general idea of how they work, but do you know how to find the right annuity for your needs? These products. . .
I hear this question with every prospective client I meet. Why? Because they expect to pay an advisor a fee to speak with them, they are used to having fees. . .
Fees Can Really Cost You When it comes to investing, every little bit counts. And while a small annual fee may not seem like a big deal at the time,. . .
Years ago, I was sitting in my home watching on TV the arrival of a destructive force of nature called Hurricane Harvey in Houston. As was reported through 24/7 media. . .
What Method Should You Choose to Pay Off Your Debt? “10 percent of the people in this world use debt to get richer. 90% use it to get poorer.” -Warren. . .
A few years ago, the Secure Retirement Institute developed a model designed to drive home an important but often overlooked fact: Inflation is a real danger to those nearing or. . .
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