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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.

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Retirement Planning: Common Investor Mistakes

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. . .

Living Trusts: Frequently Asked Questions and Answers

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.. . .

5 Reasons Annuities Will Become a Force for the Baby Boomer Generation

March 7, 2019

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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 basis. . .

Use the Tax Advantage of Annuities in Your Retirement and Tax Planning

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. . .

How Safe is Your Fixed Indexed Annuity?

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 reason is SAFETY.. . .

Use Golf to Understand Bonds

March 5, 2019

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Using golf as an example makes bonds easy to understand and relate to.. . .

The National Debt: Will it Ever Be Paid? No!

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. . .

A Big Pile of Money: What is it Good For?

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 about her. . .

Baby Boomers Are Embracing Annuities With Open Arms

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. . .

Volatility And Longevity

February 28, 2019

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How long are you going to live? It might be longer than you think. That old saying, “the longer you live, the longer you live,” seems to be much more. . .

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