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March 7, 2019

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How much more Federal Budget deficit can we absorb?   The US Government just announced that it would run an $897 billion deficit this year, an increase of $120 billion. . .

March 7, 2019

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A living trust is an important tool in financial planning, and it is vital that you are fully informed about all of the details of this, and other legal documents.. . .
January 9, 2024

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We haven’t seen anything in the past like what is on the verge of happening with the annuity industry. The time will come when annuities will provide the very. . .
March 6, 2019

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Pensions have evolved to self-directed retirement planning I grew up in steel country in Western Pennsylvania. I was born in 1960, towards the end of the baby boom. My father. . .

March 5, 2019

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Albert Einstein was quoted saying that tax deferral (compounding) is one of the greatest inventions of the modern world. Not only is tax liability deferred but by doing so but. . .
March 5, 2019

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Each month, millions of dollars are being moved from stocks, bonds, mutual funds, variable annuities, ETFs, 401(k)s, and CDs into Fixed Indexed Annuities. Why? The number 1. . .
March 5, 2019

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Using golf as an example makes bonds easy to understand and relate to.. . .
March 4, 2019

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The simple answer is this: it probably will never be repaid, it has been and probably always be part of our American heritage. The history of US Treasuries is fascinating. . .
March 3, 2019

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As kids almost all of us dreamed of being a millionaire I was raised in a small town in Idaho, we had one millionaire. People would always talk. . .
March 2, 2019

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Baby Boomers love annuities, Fixed Indexed Annuities World War II ended in 1945 and with it, home came millions of soldiers, sailors, and marines. Eager for a new life, these. . .

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