Annuities

Recently I got a new roof for my home and, of course, it came with a guarantee. Well, that got me to thinking about all the different kinds of guarantees,. . .

By Brad Pistole, Certified Financial Fiduciary® (CFF) On July 22nd, 2018, the world’s oldest person died at the age of 117. Yes, you heard me correctly, she was 117 years. . .

The popularity of tax-deferred annuities has increased since the 1970’s into a natural choice for safe money alternatives for many Americans. The primary reason is the lack of exposure to. . .

Have you ever considered that sharks might be after your retirement money?  Do you ever feel like you’re bleeding in the water, and there are a bunch of sharks surrounding. . .

Bulls, bears, up, down, who knows? There are numerous indicators that the current stock market could be subject to a slip into a full-blown “Bear” market. This would convert to. . .

(Private conversation between a stock broker and a client) Client: Mr. Broker, since the first of the year, my account invested with your recommendation, the Dow Jones Industrial Average has. . .

Fear and concern over yields with safe, secure money should be at the forefront for any retiree or person with limited resources. Especially if maintaining a current lifestyle is important. . .

A tax-deferred annuity provides tax deferral in which income tax on the yield on the original deposit of investment income is not charged during the investment period, as long as. . .

So what exactly is an annuity?   In the news, almost daily, there is more and more talk about annuities. So what exactly is an annuity? Simply, an annuity is. . .

Annuities have a long history of successful retirement income planning, dating back to the Roman Empire in A.D. 225! Simply put, an annuity is a guaranteed payment for a certain. . .