Mr. Buffett said a specter much more sinister than corporate taxes is looming over American businesses: health care costs. And chief executives who have been maniacally focused on seeking relief. . .
Almost all newer annuity contracts have a provision in them to allow access to all or most of your funds without penalty in the event of a need for a. . .
Retirement is close. You can see it in the near future. You’ve worked hard to accumulate your resources, and you are facing the most important aspect of reaching retirement: how. . .
Watch out for the Fake News and those who spread it I know that many investors are not big annuity fans, but I also know that most annuity “haters”. . .
Financial Dentistry and the Often – Uncomfortable Process of Annuity Shopping As a 20-year annuity agent, I began to recognize several years ago the uncanny parallel that the emotional process. . .
Conjecture: the formation or expression of an opinion or theory without sufficient evidence or proof I want you to absorb that definition because “financial conjecture” is a dangerous thing. Not. . .
“The problem is too often; we simply accept conventional wisdom, which prevents us from considering other alternatives.” Roger Ibbotson, PhD It’s very telling that years after Roger Ibbotson developed the. . .
Use math, science, and reason when planning your retirement First and foremost, I want to let you know that I would never try to sell you on anything. I have. . .
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