Articles - Annuity.com

Why Are Baby Boomers Pouring Billions Into Fixed Indexed Annuities?

October 3, 2018/in Annuities/by Library of Financial Articles

The US stock market has become the most extended bull market in history (as of August 22nd, 2018), its now in its tenth year and the youngest baby boomers are turning 55. Yes, the youngest boomers are at midlife, while the oldest is turning 72 this year, have been getting used to taking their Required […]

Stress Free Retirement With Annuities

October 3, 2018/in Annuities, Retirement Planning/by H. Ray Walker

While saving for the eventual day that you no longer have to rise early, get dressed and commute or drive to your place of employment, you hoped you could accumulate as much as possible without losing any of your hard-earned money. But that did not always happen. Your 401k, IRA or another tax-deferred account would […]

A Message To Your Current Broker

October 3, 2018/in Investing/by Casey Marx

From the President of Crown Haven Wealth Advisors, Casey Marx Hello Mr/Mrs. John or Jane Q risk advisor, I’m speaking to you- Because: Your clients are talking to me. They are talking to me because I provide them with something that you can’t. I provide them guarantees that they will never lose another penny due […]

Can You Pass The Retirement Lie Detector?

October 1, 2018/in Annuities/by Jim Junge

What if the solution to your retirement income is the thing you don’t know about or WANT to know? How many of these features would you like for your retirement? • A reasonable rate of return. • Participate in market gains without exposure to market losses. • Guarantees that you will never lose a penny. […]

Don’t Borrow Your Way To Retirement

October 1, 2018/in Retirement Planning/by Library of Financial Articles

“Life insurance is the only tool that costs pennies and guarantees dollars,” said the legendary industry salesman Ben Feldman. This powerful leveraging factor along with permanent life insurance’s ability to allow someone to accumulate funds tax-free are two reasons why properly structured insurance can be a powerful financial planning tool. Cash value inside a permanent […]

Health Insurance Expense Is Becoming A Major Concern

August 28, 2018/in Investing, Retirement Planning/by Bill Broich

As with most Americans, I have been stunned by the continued cost of health insurance premiums as well as the decline in covered benefits. Recently, I was due for an annual checkup with my physician. What I wasn’t prepared for was the amount of out of pocket costs I was billed. Not only had my […]

The New Retirement Age is 70

August 27, 2018/in Retirement Planning/by Library of Financial Articles

For decades, Americans considered 65 years old to be the year of retirement. Over the past decade or so, we have witnessed a transformation in the views towards retirement and retirement ages due partly to demographic changes in the population (notably longer life expectancies) as well as economic conditions. Even while the market’s bull run […]

Is The Stock Market A Ticking Time Bomb

August 21, 2018/in Retirement Planning/by David Katz

On March 9, 2009, all of the Wall Street gurus agreed that this was the first day of our current bull market. We had just came out of one of the worst financial meltdowns, and now America was ready for a strong bull market run. The DOW JONES closed that day at 6,547 points and […]

Safe Deposit Box Tips

August 21, 2018/in Estate Planning/by Bill Broich

As a child, I remember well my mother taking me to the bank in our small town. The bank was more than a place for money; it was a center for a social meeting, a place you would see your friends, a place to visit and grab the latest news. When I explained to my mother […]

Be Cautious Of Those Bearing Financial Advice

August 18, 2018/in Retirement Planning/by Bill Broich

A recent report from the Government Accountability Office (GAO) revealed a considerable deficiency in the amount of savings set aside for retirement. The report showed that in the group of 55-64, almost 55% of those households had little or no money set aside for retirement. For those who have saved for retirement in that age […]