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Top 10 Retirement Planning Mistakes

June 28, 2018/in Retirement Planning/by Bill Broich

Planning for retirement requires understanding of your present situation and a focus on your goals. Mistakes are easily made and corrections are always necessary in order to meet the needed requirements for retirement. Below are 10 tips that could help you stay on track and to meet your goals. 1. Not planning. Most Americans don’t […]

Management Of Annuity Taxation

June 28, 2018/in Annuities/by Bill Broich

A tax-deferred annuity provides tax deferral in which income tax on the yield on the original deposit of investment income is not charged during the investment period, as long as the funds remain on deposit in the annuity. The tax liability is postponed until the annuity’s owner or beneficiary begins to receive (or accesses funds) […]

A Life Insurance Policy Is An Asset You Can Sell

June 27, 2018/in Investing/by Library of Financial Articles

Did you know that you have a valuable asset which is often overlooked and may not be included in conversations regarding your financial portfolio? It’s your life insurance policy. Many people are not aware that a life insurance policy is an asset which can be sold with some of the terms being set by the […]

businessman pulling jenga piece reading risk

At Risk

June 27, 2018/in Retirement Planning/by Stephen Dybwad

Every decision you make today, and action you take today, carries an element of risk and offers a potential benefit. It’s such an inherent part of life, and we don’t even think about it. The only time we think much about risk is when the risk makes us uncomfortable. We tend to measure risk with […]

You Spell Annuity S-E-C-U-R-I-T-Y

May 10, 2018/in Annuities/by Bill Broich

So what exactly is an annuity? In the news, almost daily, there is more and more talk about annuities. So what exactly is an annuity? Simply, an annuity is an agreement (contract) between an organization (insurance company) to pay another an agreed upon benefit. The benefit can be in the form of periodic payments […]

Annuity Lies And How They May Impact Your Future

April 26, 2018/in Annuities/by Jim Junge

My head is healing up nicely now. It gets better when I stop beating it against the wall in my office. My business partners have grown to recognize the thumping, pounding sound. It’s just an occupational hazard that comes with being in the retirement income planning business. I sell annuities. “Did you know that running […]

Lions And Tigers And Fees Oh My!

April 25, 2018/in Investing/by Stephen Dybwad

There are advisors today who make a big deal about the fees the “other guys” charge. Apparently, they want you to believe that they don’t get paid to help you – or at least not as much. Do you think that’s true? Discussions about fees can get confusing because there are a lot of different […]

Why Annuities?

April 24, 2018/in Annuities/by Roy Snarr

Annuities have a long history of successful retirement income planning, dating back to the Roman Empire in A.D. 225! Simply put, an annuity is a guaranteed payment for a certain period of time, more commonly a lifetime. Ensuring the recipient of the payment never outlives their money and has a guaranteed income for as long […]

What Is Your Exit Strategy?

April 23, 2018/in Retirement Planning/by Rick J. Hahn

When is the right time to get out of the Market? Most people have no idea. If they’ve suffered losses, they are reluctant to “get out” of the market until they have at least waited long enough for a CHANCE to get back up to the $ amount they had before. The dilemma is what […]

Watch Those Comparisons

April 20, 2018/in Annuities/by Stephen Dybwad

Make sure your comparisons are apples to apples Which is better, a hammer or a screwdriver? It depends on what you are trying to accomplish, doesn’t it? Both of them can be wonderful, or both of them can be useless. And even though you are comparing similar things (tools), it all depends on the task […]