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June 29, 2021

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There comes a time in the natural evolution of life that makes sense to look for outside help when caring for your parents. Dad was still vital and mostly self-sufficient,. . .

June 29, 2021

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What is a cost segregation study, and how can it benefit real estate investors? Recent tax changes in the Tax Cuts and Jobs Act of 2017 have boosted the appeal. . .

June 29, 2021

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 I remember the early years in Olympia, Washington, learning to sell annuities; it was tough. Not only tough for me but tough for anyone who was anything other than a. . .

June 29, 2021

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Baby boomers are afraid of more than not being able to retire comfortably. They’re also afraid they won’t be able to afford necessary health care or even making ends meet.. . .
June 29, 2021

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Be careful not to invest in an annuity just because it is a recognized brand. There are many things you should consider when picking the correct annuity for you.. . .
June 28, 2021

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What do glass, toilet paper, and cell phones all have in common? The answer is this; three large American companies have turned to annuities to offset uncertainty in their pension. . .

“In a perfect world, you would enter retirement with your home paid off, $2million in savings, and not a penny in debt. Unfortunately, our world is far from perfect.”-Donna McElroy. . .

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. . .

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