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So far Staff Author has created 6 blog entries.

Annuity Lies Rebutted

Watch out for the Fake News and those who spread it   I know that many investors are not big annuity fans, but I also know that most annuity “haters” have been exposed to “fake news,” mostly via false advertising from stock guys who’ve lost business to modern annuities. I never recommend an annuity for [...]

By |2020-04-13T18:35:10+00:00May 23rd, 2019|Annuities|

Is Financial Planning Different Than Retirement Planning

What is the difference?  Make sure you know. Yes, it most certainly is. A financial plan will focus on the accumulation phase during your working years. Its purpose is to make sure you have a realistic target of how much money you will need after you stop working. It also helps ensure that you’re saving [...]

By |2020-04-17T16:19:50+00:00January 28th, 2019|Retirement Planning|

Why Are Baby Boomers Pouring Billions Into Fixed Indexed Annuities?

The US stock market has become the most extended bull market in history (as of August 22nd, 2018), its now in its tenth year and the youngest baby boomers are turning 55. Yes, the youngest boomers are at midlife, while the oldest is turning 72 this year, have been getting used to taking their Required [...]

By |2020-04-12T23:51:50+00:00October 3rd, 2018|Annuities|

Don’t Let Extreme Fees Ruin Your Retirement

Don't let fees and expenses erode your retirement account Last week I met with a couple (I’ll call Bill and Mary) planning to retire in two years. Over their working careers, they had built up a nest egg of about $400,000. They are carefully taking steps to change their portfolio from an accumulation strategy to [...]

By |2020-04-14T18:21:26+00:00May 27th, 2017|Annuities, Financial Planning|