Articles

June 16, 2020

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…If Not, It Can Be Costing You A Lot Of Money! There are so many changes going on these days. Regarding your annuity, there could be a powerful move you. . .

June 11, 2020

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If you’re like many Americans, the pandemic has altered at least some of your financial plans. You now find yourself in an economy teetering on the precipice of a significant. . .

“Many people who carefully plan for their income needs in retirement do so based upon a fixed retirement horizon of average life expectancy and thus might give short shrift to. . .

If you are nearing retirement or already retired, are you still getting the same advice from your financial advisor? Is this the advisor you have had for the last 10,. . .

May 13, 2020

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Annuity contracts allow for 10% of the account value to be withdrawn annually, this can be done all at one or more than once. If an annuity is used as. . .
May 11, 2020

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What Divorced Women Need To Know About Money “Two major trends are profoundly impacting women. One, women are living longer—longer than men. Two, nearly half of marriages are likely to. . .

May 4, 2020

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Over my last 18 years of placing nearly $170 million of Fixed & Fixed Indexed Annuities in force for my client base. I often have had to overcome a stigma. . .

April 29, 2020

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If you’re like most people, you are somewhat, if not entirely, burned out on the whole coronavirus situation. It’s understandable given the tsunami of confusing information directed at us over. . .

Through the years, I’ve helped many people plan for retirement. By necessity, many of the conversations revolve around money. How much are your necessary expenses? What are your sources of. . .

April 15, 2020

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Has the pandemic made you long for safety? Why annuities are a perfect choice during and after COVID-19. “Most investors consider the consistent rise in share price as a proxy. . .

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