I believe in full transparency when presenting solutions to my clients for their goals and needs. There is no one perfect product for everyone, and so we need to do a complete fact-finder to find the right product to satisfy the situation. Sometimes there is no solution that I can offer, and I will state [...]
Simplify your retirement with Plug and Play I had to go and get my cable box changed out the other day, and I remember what it used to be like in the past. It was a nightmare trying to get everything in place in calling the cable company and getting everything set up. This time [...]
Gamble in Las Vegas with a guarantee to never lose? To good to be true? If you had the opportunity to gamble in Las Vegas but were guaranteed that you would never lose, would you go? Can you imagine the chaos that would envelop Las Vegas’s casinos if everyone won? Of course, we know [...]
Income for life is in reach As I speak to so many callers to my Safe Money and Income Radio Show, I find that I spend a lot of my time undoing a lot of the misconceptions and even outright misrepresentations that a lot of them have about annuities and income riders. These problems [...]
To Take Profit or Not to Take Profit?: That is the Question. With all the volatility that we see in the market these days, it is incredibly stressful trying to decide what to do next if you have money in the market. Is this just a temporary correction in the market that I can wait [...]
As my primary business is offering Fixed and Fixed Indexed Annuities I am constantly amazed at how many people have an immediate negative reaction to the word “annuity”. So many people who call in from my radio show will ask “Are these annuities?” and from that point on it is a challenge to understand what [...]
As a senior myself working primarily in the senior market, I am very much aware that the number one fear of most seniors is the fear of outliving their money. I have written articles previously about how I have been able to solve this concern for so many people and to help them secure peace [...]
As I speak with many of the callers to my radio show one of the first things many bring up is that they are interested in hearing more about what I have been talking about, but they do not want to look at anything that may eat into their principal. They are intrigued by the [...]
In the aftermath of our most recent election it seems you cannot turn on the television or go online without seeing one story after the other quoting "anonymous sources" as the source of the information being circulated. Unfortunately, as we have seen time after time the "anonymous sources" oftentimes are found to be peddling false [...]
Jack and his daughter I was contacted several years ago by a gentleman named Jack who had a concern about his IRA account that he wished to leave to his daughter. Fortunately for Jack, he did not need this money for income for himself and his wife. He was concerned about the account deteriorating [...]
