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December 1, 2020

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We watch TV, read the news, and use social media to keep informed, but doesn’t it always seem like terrible things are happening elsewhere? Three things happened to me recently. . .

November 22, 2020

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“Dollars saved 20 years ago have lost nearly HALF of their purchasing power. Such inflation poses a serious threat to seniors entering retirement, as well as those already in retirement.”. . .

November 20, 2020

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“Most people do not know that a Health Saving Account can be used after your working time to help offset medical expenses that Medicare does not pay, this can be. . .

November 20, 2020

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Can you depend on company dividends for your retirement income?   The definition of a dividend is payments made by a corporation or organization such as a mutual life insurance. . .

November 13, 2020

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Mike and Susie were searching for more guarantees.   The other day I met with a couple, Mike and Susie, ages 60 and 56; they had heard my radio show. . .

Are you a woman who tosses and turns at night, worrying about money? Insurer Allianz surveyed women in 2019 found that 67% of female survey respondents reported worrying about their. . .

“Index investing” is a passive investment strategy used by some investors in an attempt to generate returns comparable to a broad market index. Proponents of index investing believe that it’s. . .

“If you are preparing to purchase an annuity, you will need to decide when you want your stream of periodic payments to begin. The time when the income stream turns. . .

If you have been looking for a financial advisor or retirement and income specialist recently, you may have run across the term “fiduciary.” Fiduciary rules have been in the news. . .

September 25, 2020

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There are few things we can control in life; we cannot control tax increases, inflation, crashes in the market, or unexpected health crises.   You can control how you plan. . .

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