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August 14, 2019

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“Only money left over after paying taxes can be spent. For the average person in the U.S., 34.5% of that sum goes to pay interest alone, to finance car purchases,. . .

August 12, 2019

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Have you delayed retirement because the obligation to raise and educate your children stayed way too long, long after college? Don’t feel alone, and many Baby Boomers are experiencing precisely. . .

August 10, 2019

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I am not a tax attorney, nor do I play one on TV. I am, however, a financial guide who understands the need for thorough, complete estate planning. In recommending. . .

August 7, 2019

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Two of the benefits of Fixed Indexed Annuities I talk about daily in my practice are 1) their ability to protect retirement accounts from market volatility, and 2) protection from. . .

August 7, 2019

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One of the biggest concerns my prospective clients have when researching annuities is accessibility. As big as a myth that this is, the reality is, annuities have more liquidity features. . .

August 7, 2019

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Many people have mixed feelings about retirement. They also don’t have the correct mindset of retirement because they are still employed. Some even dread retirement because they don’t have a. . .

August 7, 2019

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Volatility in the stock market again is back, and it might be a warning shot. More people are waking up wondering could this be the Big Correction everybody’s been worried. . .

August 1, 2019

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No single retirement plan works for everyone. Your plan should be customized – shaped by your own goals, your comfort with risk, how long you have until retirement and how. . .
July 24, 2019

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My broker says he can outperform an annuity, can he? I would like to know how! Quite often when annuity agents present an annuity strategy to potential clients, the client. . .

June 25, 2019

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Planning now will go a long way toward helping you have a more peaceful and prosperous retirement. “A couple in their mid-50s purchasing new long-term care insurance coverage can expect. . .

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