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April 13, 2021

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There is a new standard for portfolio management: Fixed Indexed Annuities Volatility and anxiety seem to walk hand in hand. Because of uncertainty, many retirees and pre-retirees are more concerned. . .

April 7, 2021

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“Medicare planning is a complicated and confusing process. Be sure you understand all of this benefit’s nuances and can separate fact from fiction.”  Brad Rhodes Medicare is an essential element. . .

April 7, 2021

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“Medicare can be a very complex, confusing subject. Still, it is an essential component of your retirement. A basic grasp of Medicare will help you make better retirement and income. . .

April 3, 2021

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Make sure you do not forget these tax deductions. There are the standard tax reductions every taxpayer knows about, but there are three others few realize that they can deduct. . .

You’ve worked hard all your life, played by the rules, only to have a majority of your nest egg wiped out due to something you could NEVER have controlled. For. . .

March 24, 2021

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“But my spouse is more of a “numbers” person” It is a lousy reason to surrender your role in your financial future.” Brad Rhodes Financial giant UBS Global Wealth Management. . .

March 23, 2021

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“Offering retirees the chance to obtain tax-deferred growth and guaranteed income in retirement, annuities should always be part of a retirement and income specialist’s tool kit.” Michael Masor. Successful financial. . .

March 22, 2021

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Pretend you are a corn farmer, and it is time to sow your seeds. It’s spring, and it’s time to plant seed corn for the yearly crop. The government shows. . .

March 19, 2021

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“The COVID-19 pandemic and ensuing economic downturn took pretty much everyone by surprise. Are you ready for the next crisis?” Tim Davis Most Americans were caught off-guard both by the. . .

March 17, 2021

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You’ve contributed to Medicare your entire life. Now it’s time to claim the benefits you have earned, right? As convenient as that would be, the answer is not so clear.. . .

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