Articles By Bill Broich

Bill Broich is a well-known annuity expert with over 30 years of experience. He has written hundreds of articles on annuities and other financial topics, and has been a featured commentator on TV, Radio and the Internet.
November 20, 2020

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Can you depend on company dividends for your retirement income? The definition of a dividend is payments made by a corporation or organization such as a mutual life insurance company. . .

June 7, 2019

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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. . .

April 9, 2019

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My friend John has a special item in his life, John has a safe. This isn’t any ordinary safe; it is a special safe that John keeps his important money. . .
March 21, 2019

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The financial industry is re-training their customer base to accept robo-advisors as actual customer service. What is the cost to consumers?. . .
March 16, 2019

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Be cautious of fees subtracted from your retirement funds, you could be the loser at retirement time. With the recent volatility in the stock markets worldwide, concern over the future. . .

March 16, 2019

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Annuities are designed as long term vehicles to be used later in life — at least until age 59 ½. To make annuity owners focus on their use later in. . .
March 12, 2019

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All annuity companies offer a “free-look” period where you may return the annuity for any reason and receive a full refund. Make certain you fully understand your rights and options. . .
March 11, 2019

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Estate planning is really more about making decisions and being organized than it is anything else. Once you undertake the process decisions need to be made and once that is. . .
March 8, 2019

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Most 401 (k)s offer investment options such as mutual funds. Investment options in the mutual funds can be stocks or bonds or a combination of both. As we age, providing. . .
March 8, 2019

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There is no magic bullet when it comes to retiring successfully. Hard work, meticulous planning, and years of dedicated wealth-building are the main ingredients needed to facilitate a prosperous, enjoyable. . .

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Content in our posted articles is deemed to be accurate but topics, facts and laws can change. It is always a good idea to verify facts before making decisions. Always seek authorized and professional advice regarding financial decisions which includes investing, annuity purchases, tax planning, changes in a financial portfolio and retirement planning.

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