If you’re like most people, you are somewhat, if not entirely, burned out on the whole coronavirus situation. It’s understandable given the tsunami of confusing information directed at us over. . .
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Through the years, I’ve helped many people plan for retirement. By necessity, many of the conversations revolve around money. How much are your necessary expenses? What are your sources of. . .
Has the pandemic made you long for safety? Why annuities are a perfect choice during and after COVID-19. “Most investors consider the consistent rise in share price as a proxy. . .
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As we enter new and dangerous waters, there are many new questions and concerns we’ll need to re-visit. Not only is our health at-risk daily, but so is our livelihood.. . .
Can you time the stock market? Over the years, many systems and many experts have tried to do just that. Some have succeeded, but mostly only for a short period. . .
Could the Millennial Generation’s retirement create the most significant financial drain in taxpayer history? Everyone knows or has heard of the Millennial generation. As of 2019, the Millennial generation surpassed. . .
“It’s not what you make that counts!” Exhorts friend and mentor Ed Slott in an interview we recently conducted. “It’s what you keep – after taxes!” Ed Slott has a. . .
It is very common when individuals explore retirement plan alternatives that they focus on the monthly payments they will receive when they start taking lifetime income. There are certain circumstances. . .
A recent report from the American College illustrates the lack of information and knowledge most Americans have when it comes to their financial lives. This can become a significant problem. . .
Let me share something with you that’s been bothering me for many years. I’ve been working in the financial services and insurance industry for 50 years, but this experience I. . .
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