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May 25, 2021

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“Although deflation is historically a less common occurrence than inflation and tends to be less erosive to retiree wealth, those who still have a few years before retiring should take. . .

January 9, 2024

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“The COVID-19 pandemic and ensuing economic downturn took pretty much everyone by surprise. Are you ready for the next crisis?” Tim Davis Most Americans were caught off-guard both by the. . .

September 8, 2020

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Like most people, I have found myself challenged by the fallout from the COVID-19 pandemic. The social consequences are genuine, and so is the financial impact as millions of Americans. . .

January 7, 2020

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The SECURE ACT took effect 1/1/2020: Will your family be affected? When it comes to finding new ways to siphon more money out of middle-class taxpayers’ pockets, there is no. . .

October 14, 2019

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What is a “Black Swan” event and how could it affect your retirement plans?   “Go ask your portfolio manager for his definition of “risk,” and the odds are that. . .

October 8, 2019

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Have you ever thought about that? If you knew that you would never lose your money, what type of investment would you choose? The fact that you are exempt from. . .

August 30, 2019

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Annuities and Asset Protection: What you need to know! Joe Richmond (not his real name) followed every bit of advice his financial planner gave him. He paid himself first and. . .

February 8, 2019

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Annuities have a long and important history dating to the Roman Era Annuities have a long history dating back to the Roman Era when they were used as a form. . .