Bill Broich

About 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. To follow Bill's profile, click here.
Toll-Free: 888.390.4211 | GVA, Annuity.com

US Treasury Floating Notes

The recent government decision to issue “floating rate notes” (FRN) could have a dramatic and dangerous effect on our economy and our industry. The government’s plan is to issue FRN with an adjustable rate reestablished every 6 months. Instead of fixed interest rate notes, this new approach would have a variable interest rate.

By |2019-02-13T19:19:30+00:00February 15th, 2019|General Business|

Money Management Mistakes To Avoid

Financial planning can be a challenge, which is why it is always a good idea to enlist the expertise of a skilled personal financial planner, who can help you maximize your savings strategies. Here are some of the most common money management mistakes that you should avoid in order to achieve a more successful financial future.

By |2019-02-13T20:38:08+00:00February 15th, 2019|Financial Planning|

Promises Made, Promises Kept: The ‘Cross Your Heart’ Investment

Wall Street made promises to all of us. They promised to provide us with products that had value and an agreed upon level of safety. They failed in that promise. The reason is very simple; they are greedy and placed their own needs and goals over the people who trusted them and their products. I happen to feel the blame is very narrow on the Wall Street category and responsibility really lies with only a handful.

By |2019-02-15T07:22:32+00:00February 14th, 2019|Annuities, Annuities 101|

Municipal Bonds, Know Their Secrets Before Investing

Are you interested in investing in Municipal Bonds? They can provide great benefits if there benefits match up with your goals. Be careful; make sure you know how they work and how to maximize your investment and learn the disadvantages. Mutual bond do have a place in many portfolios, but use caution and make sure you fully understand the advantages and disadvantages.

By |2019-02-15T06:44:32+00:00February 14th, 2019|Annuities|

Your Guide To Choosing A Tax Professional

Taxes are complicated, and full of regulations and ever changing laws. Depending on your situation, your tax return may be simple, or involve a series of very detailed steps. If you don’t know what you’re doing, tackling a complicated tax return by yourself can potentially create problems, i.e. audits, and trusting a local tax preparation service isn’t always a foolproof option either. A trusted tax professional, someone whom you’ve selected and whom you feel comfortable working with, is a valuable asset

By |2019-02-13T18:30:28+00:00February 13th, 2019|Financial Planning|

Variable Annuities | Tips to fully understanding variable annuities

If you are considering the purchase or if you already own a variable annuity make certain you fully understand how they work. Annuities can be a good decision and they can also be your worst nightmare. The difference depends on how the benefits of a variable annuity can benefit you Listed below are 10 things to fully understand before buying a variable annuity.

By |2019-02-13T17:11:00+00:00February 13th, 2019|Annuities|

Annuities as an Investment Vehicle

Annuities are investment products with an insurance component based on the financial strength of the annuity issuing insurance company. Annuities offer an attractive alternate option to secure a steady lifetime income stream with flexible options based on the investor's preferences of security and risk. Annuities are also unique in the sense that income from stock market gains and contributions are tax deferred until you decide to withdraw.

By |2019-02-13T16:54:44+00:00February 13th, 2019|Annuities, Annuities 101|

Living Wills: Frequently Asked Questions and Answers

Estate Planning is the way to ensure that your assets and property are dealt with in the manner that you choose, even after your death. Along with a will, living trust, and other estate planning documents, a living will is crucial when it comes to stating, and securing, your wishes.

By |2019-02-13T16:36:43+00:00February 13th, 2019|Estate Planning|

Security is Spelled A-N-N-U-I-T-Y

Stability, volatility control, guarantees, and security are all synonyms for Annuities   In unsettling times, 1906, 1919, 1929, 1951, 1978, 1982, 1987, 2001, 2008 and other years the need for stability becomes essential. Stability helps restore confidence is a stress remover and a confidence agent. Fixed annuities provide those features; they are safe, guaranteed, secure [...]

By |2019-02-11T02:11:04+00:00February 10th, 2019|Annuities, Annuities 101|

Steve Kerby Honored With Prestigious Invitation

Steve Kerby, Aloha Oregon, has accepted an invitation to become an “Invited Author” on the financial website, http://www.annuity.com. Steve joins an elite group of experts who share information about approaching retirement without market risk by authoring meaningful and useful articles on a regular basis. Steve’s specialty focuses on helping clients develop estate plans, retirement plans, and [...]

By |2019-02-09T19:47:22+00:00February 9th, 2019|Press Release|