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June 24, 2021

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In my years as a retirement and income specialist, I have run across more than one person who claims they hate annuities. More often than not, this position is based. . .

June 23, 2021

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What is the actual definition of a senior? Does that mean old folks? Does it mean retirees?. . .
June 23, 2021

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CD Investors make use of a variety of strategies to maximize their liquidity and also investment returns. Find out more about these strategies: diversification, laddering, and the barbell strategy. Are. . .
June 23, 2021

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Most people are just not prepared to deal with the expense and life change a LTC situation would bring. Costs can easily exceed $7,000 a month or more and frankly. . .
June 23, 2021

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In its simplest definition, an annuity is an amount payable annually. For our purposes, however, an annuity describes a contract offered by an insurance company that allows you to accumulate. . .
June 21, 2021

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Retirees say they would rather die than run out of money! Not so fast! Annuities provide income for life.– Rick Maraj The Retirement landscape has changed, and more and more. . .

June 21, 2021

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Think of your money for its intended use and for most of us that would be retirement income and money to enjoy the security later in life. There is a. . .
June 10, 2021

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“For years, pre-retirees have been told to follow a “120 minus your age” investing formula. But, do dramatic shifts in the economic landscape make that advice obsolete?” Eric Coons A. . .

June 8, 2021

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Fixed Indexed Annuities are valuable tools for many who are planning their retirement. Along with a company pension and social security, a Fixed Indexed Annuity can provide the basis for. . .
June 7, 2021

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Investment choices made today can dramatically shape your financial outlook in the future. Be sure to educate yourself in all aspects and options of your 401k plan, and meet with. . .

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