There are few things we can control in life; we cannot control tax increases, inflation, crashes in the market, or unexpected health crises. You can control how you plan for the unexpected, which is imperative, especially when you are near or in retirement. What you do with the assets you have built up […]
As a child, I loved jigsaw puzzles. When put together correctly, all those colorful pieces made a beautiful picture. The trick is knowing how those pieces went together, and I always found that working from the outside in, building the frame, so to speak, made it easier to make the whole puzzle come together. One […]
Mike and Susie were searching for more guarantees. The other day I met with a couple, Mike and Susie, ages 60 and 56; they had heard my radio show on WBOB AM 600. I was getting all their financial information. He was interested in what to do with his 401k (about $400,000), which was […]
Consider the goat. The first time a goat comes in personal contact with an electric fence, it remembers the lesson from then on. I have even seen animals teach the class of a bad personal experience to OTHER animals, who then avoid the situation themselves, thus preventing the negative experience for themselves! Not so with […]
We watch TV, read the news, and use social media to keep informed, but doesn’t it always seem like terrible things are happening elsewhere? Three things happened to me recently over the Thanksgiving break, things that you should make you pay attention to. Please pay attention: The most significant problem facing retirees is not the […]
Learn the benefits you will receive from an annuity, and ensure you understand the entire contract. What makes fixed indexed annuities the hot favorite package for citizens? The answer is straightforward; it comes with the best features any traditional annuity plan could have. While most annuity plans have complex procedures that are hardly understandable […]
The Best Practices Used to Create Sustainable Streams of Retirement Income Do you want the best retirement income solutions in 2017? Do you want to find the correct answers for creating a secure retirement, never fearing market volatility again with that part of your portfolio necessary for sustaining your essential needs? You see, market stability […]
I hear this question with every prospective client I meet. Why? Because they expect to pay an advisor a fee to speak with them, they are used to having fees and expenses subtracted from their investment to pay for someone to manage their money. I explain to them that I never charge for my […]
Americans have a short memory, especially when the market is on fire like it has been for the last eight years. Records are being broken with the Dow hitting all-time highs, and this run is the second longest run in U.S. history. But we all know it can’t last, and unfortunately, no one knows […]
I get this question from prospective clients, do you use annuities in your retirement planning? The simple answer is yes. I have multiple annuities as part of my retirement portfolio. And the reason I use allowances for my retirement is the same reason that anyone would use them: Safety, Guarantees, Growth Potential, and […]
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