Protecting your family and your assets from risk is an important aspect of any sound financial strategy.

Does Your Annuity Salesperson Stay In Touch With You

…If Not, It Can Be Costing You A Lot Of Money! There are so many changes going on these days. Regarding your annuity, there could be a powerful move you can make, which could put money in your pocket - today. In today’s marketplace, many policies have an MVA (Market Value Adjustment). If yours does [...]

The Economy Is Rebounding And So Are Fixed Indexed Annuities

Our economy is picking up steam and moving forward after the Covid-19 pandemic shutdown our country has been enduring. The economy is showing it is resistant and is very strong and moving forward.  There will no doubt be surprises and some resistance, but given the business comeback we are seeing, the market in my view [...]

Different Stages In Life Requires Different Advice

If you are nearing retirement or already retired, are you still getting the same advice from your financial advisor? Is this the advisor you have had for the last 10, 15, or even 20 years or longer? Has he or she adjusted your portfolio to protect your hard-earned money against any sudden downturn in the [...]

What Are Your Essential Life Decisions?

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 income? What future costs do you anticipate? Can you afford to stay in your home? What happens when one spouse dies? Do you want to [...]

NOW WHAT DID YOU DO

Did you DO something? Make a bad choice? A poor Decision? Surely you did SOMETHING to cause your mutual funds, stocks, or 401K to lose value! As I write this, the market has dropped over 1000 points. Why? Something out of our control happened: the Corona Virus became a pandemic. You didn’t have anything to [...]

A New Idea That Has Been With Us For Over 200 Years

“Only money left over after paying taxes can be spent. For the average person in the U.S., 34.5% of that sum goes to pay interest alone, to finance car purchases, homes, and various other purchases. This money is gone forever. It is making persons in the banking business wealthy. It can be yours to enrich [...]

By |2020-04-13T18:01:27+00:00August 14th, 2019|Insurance|