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July 20, 2021

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Making any of these common mistakes could mean you will have to struggle more when you no longer get a paycheck.” The road to a successful, stress-free retirement often has. . .

July 20, 2021

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“I remember how trusting my parents were with people, no more.  Now you must be in guard all of the time.” The IRS published its top scams to help the. . .

July 20, 2021

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A charitable gift annuity (CGA) provides a structured way to give to charity while securing your own future. A gift annuity purchaser secures immediate tax relief, in addition to monthly. . .
July 19, 2021

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Since it’s your future, it’s good to know that the companies we recommend can meet their financial obligations and should garner the most trust of all the types of investing.. . .
July 18, 2021

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Well, at least for a while. The simple answer is this, the lower the interest rate, the lower the payment obligations.  Based on that concept….. America has successfully refinanced its. . .

July 18, 2021

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I’m seeking some “advice from management”. This is a request for a long-time friend and marketing partner. Q: Any suggestions re: soothing the furrowed brows and the angst that prospects. . .

July 18, 2021

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Social Security will never run out of money. I know that is a broad and concerning statement, and one intended to cause the reader to investigate further. The new research. . .

July 18, 2021

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Tax Scams: IRS Dirty Dozen It is tax time, and with it will come many offers to lower your taxes and, in some situations, avoid them altogether. These helpful hints. . .

July 16, 2021

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Finding a competent annuity salesperson is not especially easy. The reason is simple, for many advisors or agents, annuities are a secondary business. Agents specialize in life insurance, long term. . .

July 16, 2021

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Who came first, the chicken or the egg? Over the past few years, we’ve seen the ”chicken and egg” cycle continue in the national economy. The Federal Reserve pumps more. . .

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