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So far Staff Author has created 58 blog entries.

Will Your Retirement Income Go The Distance?

What is the number one worry for retirees? Not having enough money saved to last them in their golden years. Industry expert Tom Hegna has written extensively about this fear in both of his books “Don’t Worry, Retire Happy” and “Paychecks and Paychecks.” He states, “The number one risk retirees must take off the table [...]

By |2021-06-29T23:42:01+00:00July 23rd, 2021|Annuities, Retirement Planning|

Is Your Advisor Giving You The Right Advice?

"If people would look carefully at their advisor recommended portfolio, they probably would find they are being charged an advisory fee by their advisor and then learn they are paying another fee in the mutual fund to have their money managed. Double fees."  Jeff Wisuri I cannot count the number of times I have sat [...]

Can Contentment Cause People To Be Blind To Danger

What is it about contentment that causes people to be blind to danger? As defined by http://www.dictionary.com, a parable is a short allegorical story designed to illustrate or teach some truth, religious principle, or moral lesson. The parable we are talking about today is to teach the truth about people and how they behave. The [...]

By |2021-07-07T18:28:50+00:00July 7th, 2021|Retirement Planning|

The U.S. Debt Gone Mad!

If you know the truth about America's finances, it should make you mad! Consider that One-fifth of all United States dollars ever printed has entered existence within the past year. A WHOPPING 20% of our new money supply printed within the past year! This craziness has led the Federal Reserve to expand the US balance [...]

What Exactly Is An Annuity

I get asked this question a lot. "What is an Annuity?" Most people I talk to when it comes to retirement planning either do not understand annuities or have heard much negative press regarding annuities. I feel the simplest way to explain what an annuity is and why they play a significant role in any [...]

By |2021-06-29T23:40:35+00:00December 28th, 2020|Annuities, Financial Planning, Insurance, Retirement Planning|

The Real Truth About Fixed Index Annuities In A Bear Market

I think we can all agree that the stock market has been extremely volatile since the COVID-19 pandemic. But what has the market done and what was the average return from the beginning of the stock market.  Well, let us investigate the truth, believe it will be a real eye-opener. We have had a bear [...]

A Compelling Story: Fixed Index Annuities

How would you like to play poker where the casino told you they would guarantee you that you will make money on every winning hand and, you would break even on every losing hand. You would line up for that table, wouldn’t you? That is precisely what we offer with Fixed Index Annuities. Tax deferral [...]

By |2020-07-21T19:03:48+00:00July 21st, 2020|Annuities, Estate Planning, Insurance, Retirement Planning, Taxes|

How To Survive And Thrive The COVID-19 Market Losses

I think we can all agree we live in unprecedented times with a worldwide pandemic, anarchy in our cities, and a stock market that is on a roller coaster ride every other day. As retirees, this can become very overwhelming as we question how to protect our hard-earned retirement funds. Do the following fears keep [...]

By |2020-07-01T19:58:52+00:00July 1st, 2020|Annuities|