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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. . .
Try to save something while your salary is small; it’s impossible to save after you begin to earn more. –Jack Benny At one time or another, every one of us. . .
Mr. Buffett said a specter much more sinister than corporate taxes is looming over American businesses: health care costs. And chief executives who have been maniacally focused on seeking relief. . .
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. . .
“The problem is too often; we simply accept conventional wisdom, which prevents us from considering other alternatives.” Roger Ibbotson, PhD It’s very telling that years after Roger Ibbotson developed the. . .
Use math, science, and reason when planning your retirement First and foremost, I want to let you know that I would never try to sell you on anything. I have. . .
Last evening with a potential client during our discovery/proposal meeting, one of the most asked questions concerning the FIA (Fixed Indexed Annuity) “How Can They (the insurance company) Do That”. . .
The IRS restricts specific investment options for an IRA. These restrictions do not allow investment in collectibles, antiques, and other assets. Here is a list: If an IRA invests in. . .
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