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. . .
Last evening with a potential client during our discovery/proposal meeting, one of the most asked questions concerning the FIA (Fixed Indexed Annuity) “How Can They (the insurance company) Do That”. . .
The IRS restricts specific investment options for an IRA. These restrictions do not allow investment in collectibles, antiques, and other assets. Here is a list: If an IRA invests. . .
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The Inverted Yield Curve of March 22, 2019, is YOUR FRIENDLY REMINDER to purchase your income guarantee sooner rather than later. Innuendo in today’s title notwithstanding, on Friday, March 22,. . .
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