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September 20, 2022

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“Having a pet in retirement can be a source of joy.  But, pets can also create financial stress.  It’s a good idea to plan for pet ownership when you’re retired.. . .

September 15, 2022

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When it comes to money, inflation is like a termite: It’s small and seemingly innocuous initially, but it can do severe damage over time. Inflation is the gradual increase in. . .

September 14, 2022

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Learn how to identify and recognize phishing scams Simply ask for it. That’s the easiest way for an identity thief to steal your personal information. People fall victim to phishing. . .

September 12, 2022

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“The best time to start planning your retirement is probably the day you get your first paycheck.” Jeff Kennedy If you’re like most people, planning retirement when you believe you. . .

September 11, 2022

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Many benefits annuities provide include at no additional cost or expense. Almost all new annuity contracts provide an immediate benefit. Is it income? Is it safe? Is it freedom from. . .

September 11, 2022

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Licensed security brokers sell variable annuities, and fees and expenses are included. Variable annuity sales are headed for their lowest annual sales in nearly two decades, since the mid-’90s, as. . .

September 11, 2022

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Fixed indexed annuities have become the darling for retiring with guaranteed income. Nearly 3 million people will likely purchase fixed index annuities (FIA) in 2017. (2019, 4.2 million estimated new. . .

September 11, 2022

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A new rule enacted by the Department of Labor governing financial advice provided by advisors has thrown the industry into a state of confusion and disarray.  The “Fiduciary Rule” went. . .

September 11, 2022

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Cash talks when it comes to paying for something like a new car. Cash can get you a better deal and eliminate interest payments. But more important than having money. . .

September 11, 2022

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Every day I hear from those who come into my office four fears: 1. The fear of outliving my money 2. The fear of having to put off retirement 3.. . .

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