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So far Staff Author has created 45 blog entries.

Are “Hybrid” Policies The Cure For Rising Long-Term Care Costs?

"Even before the pandemic, the senior health care marketplace was experiencing rate increases, capacity shortages, and changes in coverage. The pandemic further deepened these trends." As you plan your eventual exit from the workforce, it is likely your retirement and income planner has talked to you about the need for long-term care insurance. Long-term care insurance allows [...]

The Top Qualities Of Debt-Free And Financially Prosperous People

While there is no single quality that guarantees a person will be financially successful, there are some common traits the financially free have in common. I believe that anyone, especially those partnering with a dedicated, trusted financial advisor, can achieve financial freedom, no matter how small or large their salaries. There are tons of stories of people [...]

How To Keep From Going Crazy When The Pandemic Is Over

If you're like many Americans, the pandemic has altered at least some of your financial plans. You now find yourself in an economy teetering on the precipice of a significant downturn. You might be wondering what, if anything, you can do to strengthen your financial position and reclaim a tiny bit of "normal." Get Your [...]

By |2020-06-12T14:25:08+00:00June 11th, 2020|Retirement Planning|

Fixed Indexed Annuities And The Road Analogy

I am a “visual” type thinking person. So, I was thinking of ways to further describe the FIA, knowing that it's a different language. I have spoken this language for the better part of 18 years; realizing that sometimes in the communication of a different language, there is a loss of meaning and or interpretation. [...]

By |2020-04-14T19:04:57+00:00September 13th, 2019|Annuities|

But My Broker Says

My broker says he can outperform an annuity, can he? I would like to know how!   Quite often when annuity agents present an annuity strategy to potential clients, the client will take the annuity information and present it to their broker, who is managing their money with their brokerage firm, in order to get [...]

By |2020-04-13T19:23:45+00:00July 24th, 2019|Annuities|

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|