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

Nightmare On Easy Street

A recent report about retirement confidence from the Employee Benefit Research Institute found a widespread concern over the future, the future in retirement income, the future of social security and the future of Medicare. This article was originally written in 2015 and it is coming true rapidly.  Well worth a new read.   Click here [...]

By |2019-08-19T23:36:07+00:00August 19th, 2019|Retirement Planning|

Understand Your Social Security Survivorship Benefits

Death, while painful for most of us to contemplate, is nonetheless a fact of life for which we all need to prepare.   The death of a spouse brings its unique kind of grief, along with a list of tasks that must be accomplished; often within a specified time frame. One of the first things [...]

By |2019-07-16T20:52:32+00:00July 16th, 2019|Social Security|

When Harry and Sally Met Their 401(k)

I just couldn’t keep my big mouth closed and gave Harry and Sally the report on their 401 (k) annual expenses being charged to manage their funds. These expenses were in addition to the $50 per year administration fees and were tied to the actual account value of the funds in the 401 (k).

By |2019-07-16T21:07:21+00:00July 16th, 2019|401(k) Rollovers|

Is Investing In Bond Mutual Funds A Good Idea? Let’s Look at The Disadvantages

Look before you leap when it comes to bond mutual funds. Bond funds are similar to stock mutual funds in that they are pooled investments under the control of a fund manager who makes investment decisions. The most significant difference between the two is that a bond fund contains a selection of bonds, rather than [...]

By |2019-07-01T12:17:37+00:00July 1st, 2019|Bonds|