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April 20, 2021

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“Most people are clueless about Bitcoin. What does it do? Why is it so valuable? What is blockchain? How does this all affect my own money and retirement?” Steve Kerby. . .

April 19, 2021

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In a 2011 survey asking Baby Boomer-aged women about their retirement plans and their investible assets, single women had substantially less money saved for retirement than did single men. In. . .
April 13, 2021

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Medicare Advantage is becoming more and more popular with America’s seniors. In fact, according to the Centers for Medicare and Medicaid Services, 40% of Medicare beneficiaries are enrolled in a. . .

April 13, 2021

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There is a new standard for portfolio management: Fixed Indexed Annuities Volatility and anxiety seem to walk hand in hand. Because of uncertainty, many retirees and pre-retirees are more concerned. . .

April 7, 2021

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“Medicare planning is a complicated and confusing process. Be sure you understand all of this benefit’s nuances and can separate fact from fiction.” Brad Rhodes Medicare is an essential element. . .

April 7, 2021

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“Medicare can be a very complex, confusing subject. Still, it is an essential component of your retirement. A basic grasp of Medicare will help you make better retirement and income. . .

April 3, 2021

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Make sure you do not forget these tax deductions.   There are the standard tax reductions every taxpayer knows about, but there are three others few realize that they can. . .

You’ve worked hard all your life, played by the rules, only to have a majority of your nest egg wiped out due to something you could NEVER have controlled. For. . .

March 24, 2021

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“But my spouse is more of a “numbers” person” It is a lousy reason to surrender your role in your financial future.” Brad Rhodes   Financial giant UBS Global Wealth. . .

March 23, 2021

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“Offering retirees the chance to obtain tax-deferred growth and guaranteed income in retirement, annuities should always be part of a retirement and income specialist’s tool kit.” Michael Masor. Successful financial. . .

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Content in our posted articles is deemed to be accurate but topics, facts and laws can change. It is always a good idea to verify facts before making decisions. Always seek authorized and professional advice regarding financial decisions which includes investing, annuity purchases, tax planning, changes in a financial portfolio and retirement planning.

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