Articles

May 19, 2020

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“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Annuity contracts allow for 10% of the account value to be withdrawn annually, this can be done all at one or more than once.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. . .
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. . .

As we enter new and dangerous waters, there are many new questions and concerns we’ll need to re-visit. Not only is our health at-risk daily, but so is our livelihood.. . .

March 20, 2020

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Can you time the stock market? Over the years, many systems and many experts have tried to do just that. Some have succeeded, but mostly only for a short period. . .

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