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- Adam Rosendahl Brings Safe Money & Income Radio to Phoenix
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- Consider An Annuity Instead Of A Bond
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- Learn From One Of The Greatest Annuity Agents In American History
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- Lyle Boss Named Contributing Author For ThinkAdvisor
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- Michael Battalini Brings Retirement And Income Radio To Pittsburgh
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- National Social Security Expert Heather Schreiber Expresses Concern Over Increased Medical Costs
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- Our Mission
- Pete Okrasa Honored With Prestigious Invitation
- Philip Richardson CFP®, CLU, ChFC, Named Contributing Author for ThinkAdvisor
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- Randy Floyd Show Me The Money Radio Show
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- Randy Hux Brings Safe Money And Income Radio To Lafayette
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- Randy Hux Honored With Celebrated Invitation
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- Rick Dennis Honored With Esteemed Invitation
- Rick Dennis Safe Money Radio Show
- Rick J. Hahn Honored With Prestigious Invitation
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- Rob Evans Safe Money Radio Show
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- Robert Holman Brings Retirement & Income Radio To Phoenix
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- Robert Kelly Honored With Celebrated Invitation
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- Ron Martinez Safe Money Radio Show
- Roy Snarr Achieves NSSA® Advisor Certificate
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- Show Me The Money Radio Show
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- Soeren Svendsen Honored With Distinguished Invitation
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- Stephen Dybwad Named Contributing Author For The Madison Indiana Courier
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- Stephen Thon Safe Money Radio Show
- Stephen Ting Honored With Prominent Invitation
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- Steve Anzuoni Safe Money Radio Show
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- StickyLickits Joins Sesame Street In National Children’s Nutrition Effort
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- The Money Center
- The Most Popular Investment In America…
- The Richardson Group Receives Advisor Of The Decade Award
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- Tim Davis Brings His Retirement And Income Radio Show To Houston
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- Tim Wood Awarded Prestigious Certification
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Posts
- Annuity Payouts: Are You Informed About Your Options?
- Variable Annuities
- Securing Returns From Fixed Term Annuities
- Why you should consider a Solo 401k if you are Self Employed
- Self Directed Real Estate IRA
- Coverdell Education Savings Account: College with Tax Advantages
- 2012 Fee Disclosure: Finally
- Long Run Investments – Stocks vs. Real Estate
- Home Equity – Reverse Mortgage Loans
- Helping Baby Boomers Plan for Retirement
- The US Treasury, Your 401 (k) and Longevity Income
- The Chicken, The Egg and Goldilocks
- Are You Paralyzed About Your Retirement Choices?
- Mother, Banks and Options to Avoid Poverty
- Annuities Dirty Little Secret Number 2: Great Products or Great Rip Offs?
- Inflation and Fixed Indexed Annuities. Can You Protect Yourself?
- Up Up and Away – Fixed Indexed Annuity Sales Skyrocketing
- Dollar Cost Averaging With Variable Annuities
- Dissatisfied with 401(k) Plan Investment Menu?
- Congress and US (The American People)
- Should I Invest In An Annuity?
- Your Retirement Income. Guaranteed? Or at Risk?
- Financial Advisors: Beware of Fees and Hidden Commissions
- Bond Brokers are Becoming Annuity Salesmen
- Annuity Lie: You Die and the Insurance Company Profits
- Women, Annuities and the Need to Outsource Retirement Income Management
- My Least Favorite Annuity
- Maximize Your Social Security Benefits
- What’s the Difference Between an Old Man and an Elderly Gentlemen?
- Endowment Annuities, Also Known as the Model T Annuity
- Do Annuities Have Fees?
- What Do You Want Your Retirement Money to do For You?
- How to Actually Plan for Retirement
- Bonds and the Benefits they Provide to Themselves
- Should You Choose an Annuity or a Bank Certificates of Deposit?
- A Case Study in Fixed Indexed Annuities — The Income Tripler
- The Difference In IRAs and RIAs Is More Than Just The Letters
- The Richer You Are, The Older You Will Be
- FINRA Wants Our Annuity Products
- What If You DID Have A Crystal Ball?
- Evolution of Variable Annuities Doesn’t Mean Improvement
- Where Will You Be in 10 Years?
- Is An Annuity Right For You?
- How Fixed Indexed Annuities Work
- How To Use Income Annuities In Retirement Planning
- 1031 Exchanges and Tax Benefits
- Pros and Cons Of Variable Annuities
- A Reality Check And The Annuity Bubble
- How To Stay In The Money During Your Retirement Years
- A Retirement Income Trifecta
- Make Sure Your Year-End Financial Checklist Makes Sense
- Important Questions To Ask Before Buying A Fixed Annuity
- High Returns Possible With Indexed Universal Life
- Is There Risk Investing In US Treasuries
- Creditor Protection: The Annuity Option
- The Federal Government And Their Slow Creep Over Our Lives
- Buy An Annuity And Earn 8%
- DOL And The Three Blind Mice
- The Flip Phone Evolution To ROBO Advisors
- Variable Annuity Companies May Face Huge Loss Of Revenue
- Physicians And The Affordable Care Act
- See What The Insurance Industry Has Planned For Us
- Considering A Fixed Indexed Annuity For Your Important Retirement Funds?
- 30 Year Bonds Available Get Them While They Are Hot
- The Death Spiral of the American Health Insurance System
- Big Changes Coming To Estate Tax Planning
- Avoid Identity Theft; Learn How to Recognize Phishing Scams
- Old News And New News Are Still The Same News
- Ask Before You Leap When Considering An Annuity
- The Almighty Income Check
- Worry and Concern Over Medical Costs And Expenses
- Sustainable Income For Life
- Annuity Sales Are Predicted to Grow In These States
- Variable Annuity Sales Take Another Big Hit
- Annuities – Confused? – Keep It Simple!
- One Huge Benefit for Annuity Owners
- A Pile Of Cash: How Important Is It?
- Use ‘Transfer on Death’ Form to Avoid Probate Court
- Get The Facts, Ask Joe Friday
- Buffett Says. The Problem is Health Care
- Fake News
- 4 Percent Rule or Annuity for Peace of Mind in Retirement (Don’t Worry – Be Happy!)
- Don’t Let Extreme Fees Ruin Your Retirement
- Human Beings Are Strange Animals Indeed!
- A La Carte Planning Don’t Be A Victim
- Divorce Can Be Very Costly To Retirement Planning
- Guaranteed Income Should Be Your Outcome
- Lessons From Eddy
- Income Solutions 2017
- Use This IRA Solution to Eliminate Long Term Care Insurance Premiums
- Anonymous Sources- Can You Really Trust Them?
- People Depleting Their Retirement Funds Fast… Do Not Be One
- Saving For Retirement? Don’t Forget Your Teeth
- Inflation Can Cripple Retirement Planning
- How Many Acres Must I Own?
- Charitable Gift Annuities Can Provide Benefits
- Risk on Paper Is Different From Reality
- Where Should You Invest Your Money? Answer These 8 Basic Questions
- Do Agents Use Annuities In Their Own retirement Plannings?
- Women And Investing It’s A Different World
- A Simple And Successful Approach For Your Nest Egg
- The Dreaded Four Fears Of Retirement Planning
- Houston, we have a problem!
- The Retirement Jigsaw Puzzle
- Are You Prepared For The Next Storm
- How Much Will It Cost Me?
- Medicare ABCs
- Our Government Has Mortgaged Our Future
- What Happens To Your Retirement Plan When The Market Crashes?
- Control What You Can And Plan For What You Cannot Control
- Eric Hutter Safe Money & Income Radio
- Al Martinez Retirement & Income Radio
- But I Don’t Want To Spend My Principal
- The Great American Rip-Off
- Dan Van Patten’s Safe Money Radio Show
- Deer In The Headlights
- Bill Carter’s Safe Money Radio Show
- A Time To Give Thanks
- The Biggest Problem Facing Retirees Is Medicare Reimbursements
- Healthcare Is The Biggest Social Issue Of The 21st Century
- It’s All About Planning
- Play Like A High Roller
- If You Don’t Get What You Want: Sue Them
- New Year New Hopes
- Understanding Your T.S.P. Options and Decisions.
- Is There a Way to Protect Assets and Provide Quality Long Term Care for Someone Already Receiving Care?
- Time
- In Death, The Details Become Essential
- A Contemporary Twist On Little Red Riding Hood
- Preparing For Retirement Beyond The Finances
- How Fixed Indexed Annuities Offer Guaranteed Income And Avoid Market Risk
- Let Freedom Ring
- The Eighth Wonder Of The World
- When Optimism Can Be Devastating
- The Emotional Side Of Being A Trusted Advisor
- Why Market Draw Downs Slash Total Retirement Dollars
- Does Tax Deferred Growth Make Sense For You?
- Which Bucket Of Money Do I Use First?
- Maximize Your Pension And Take Better Care Of Your Spouse.
- What Do Experts Say About Using Annuities for Retirement Planning?
- What Do Different Annuities Offer?
- Which Annuity Is Right For You?
- Owning Gold Is Hoarding
- The Value Of Legacy
- Learn The Secret That Most Affects Your Retirement Success
- Watch Those Comparisons
- What Is Your Exit Strategy?
- Why Annuities?
- Lions And Tigers And Fees Oh My!
- Annuity Lies And How They May Impact Your Future
- You Spell Annuity S-E-C-U-R-I-T-Y
- At Risk
- A Life Insurance Policy Is An Asset You Can Sell
- Management Of Annuity Taxation
- Top 10 Retirement Planning Mistakes
- Choose An Annuity For Your Retirement Account
- Love Pensions But Hate Annuities- Really?
- Don’t Worry The Market Always Comes Back
- You Can’t Afford Another Market Crash, Or Can You?
- The Cost Of Prescription Drugs Can Cripple Retirement Plans
- Concern Over A Bear Market Places Annuities In Demand
- Brokers – Are They Working For Their Retirement Or Yours?
- Do We Really Need This Type Of Structure In Our Lives?
- Use The IRS Section 1035 To Find The Highest Yield For Your Annuity
- Will Your Retirement Accounts Last You To Age 117?
- Social Security Could Be Gone Sooner Than You Think
- Experts And Guarantees
- Are Annuities Good Or Bad?
- Can You Afford To Lose Another Decade of Wealth
- Practice What You Preach
- A Physicians Career and Protecting Your Retirement Funds With Fixed Indexed Annuities
- Whole Life Insurance Or Term Insurance- Which Is Best?
- 12 B-1 Fees And Distrubution Fees In Mutual Funds
- Life Insurance Benefits Optimization Opportunities
- Safeguard Your Wealth With Required Minimum Distribution Strategies
- Be Cautious Of Those Bearing Financial Advice
- Safe Deposit Box Tips
- Is The Stock Market A Ticking Time Bomb
- The New Retirement Age is 70
- Health Insurance Expense Is Becoming A Major Concern
- Father Knows Best
- Buy Low Sell High
- It Only Rains Twice A Year In Our Town
- Don’t Borrow Your Way To Retirement
- Can You Pass The Retirement Lie Detector?
- A Message To Your Current Broker
- Stress Free Retirement With Annuities
- Why Are Baby Boomers Pouring Billions Into Fixed Indexed Annuities?
- 7 Ways To Finance A Start-Up
- The Rollercoaster Market And Why My Clients Are Laughing
- Is Holding Out For Higher Interest Rates In Your Best Interest?
- Four Realities Of The Stock Market And Your Retirement
- Trick Or Treat Is The Market On Wobbly Legs
- The Myth And Realities Of Your Average Rate Of Return
- Five Reasons Women Should Consider Annuities For Retirement
- When Should I Take A Profit?
- Is There An Ideal Age To Purchase An Annuity?
- Balanced Investment Strategy Guide
- Small Fees Can Mean Big Impact on Your 401(k) Growth
- Is It Time For The Truth?
- Five Tips For Cybersecurity Consciousness
- The Three Biggest Misunderstandings About Annuities.
- The Huge Difference In Your IRA Between Accumulation And Distribution
- Protect Yourself From Bank Worst Practices
- Designate A Beneficiary And Lower Probate Expense
- I Love Annuities BUT
- Why Buy An IRA When An Annuity Is Better?
- The Income Gender Gap Is Stacked Against Women
- Elder Abuse And Tax Scam Issues
- Is 2018 A Lost Year Financially?
- A Christmas Card From Your Registered Investment Advisor
- I Am Not Going To Say It
- Keep Stock Market Risk In Perspective
- Lies My Financial Advisor Told Me.
- Life After The Memorial
- The Case for Private Pensions
- Baby Boomers Are Learning The Secret That Income is King
- Should 2018 Auld Acquaintances Be Forgot?
- Chevrolet or Ferrari, Which Would You Choose?
- Alternatives To Traditional Long Term Care Policies
- The IRS Tightens Control Over Your IRA
- The Affordable Care Act Is Losing Medical Support
- Roth IRA Estate Planning Strategies
- Treasury Inflated Protected Securities
- Closed-End Mutual Funds: Understand How They Work
- Municipal Bonds: Basic Information You Need
- Hedge Funds: Pros and Cons.
- The Perfect Investment: Is There Such a Thing?
- The ‘New’ Investment Pyramid: Think in Reverse to Move Forward
- Buying Stocks and the Stock Market. How it works.
- Risk Is A Four Letter Word
- How To Handle Your Inheritance Wisely
- Growth Stock Investing Secrets
- Investing: A Basic Overview
- Make Sure Your Savings Outlast You
- Market Timing Strategies
- Winning Investment Strategy
- Investments That Will Help You Sleep Well Tonight
- The Power of Zero……Can It Be An Advantage?
- Annuities Vs Bank CDs: How Do They Compare?
- Small Business Grants – Tips
- What Is an Exchange-Traded Fund (ETF)?
- How Fees Can Negatively Impact Your 401(k)
- Tips To Help Small Business Owners Protect Their Investments
- What Is a 403(b) Plan?
- Market Fears And Retirement Planning: One Category Is Not Affected
- Annuity Calculators and Retirement Planning
- Living Too Long Is Never A Problem Until It Is
- Annuity Beneficiary: An Important Decision
- What Is an IRA Rollover?
- Does Your Goose Lay Golden Eggs
- Make the Right Choice in Selecting a Beneficiary
- Death Benefits and Annuities: Tips and Hints
- Answers to Common 401k Questions
- Avoid Mistakes When Buying Life Insurance
- Don’t Get Stuck With Low Annuity Rates: Manage Your Annuity!
- Is Financial Planning Different Than Retirement Planning
- Know Your Options: Borrowing From Your 401k Plan
- What You Need to Know About Probate
- 6 Annuity Misconceptions You Need To Know
- Eliminate Debt And Recession Proof Your Life
- Small Business Equipment Leasing
- Redefining The American Dream
- Joint Ownership: Does it make sense for you?
- The Pros and Cons Of Investing and Owning Gold
- Are You Concerned About Leaving Your Heirs Lump Sum Money?
- Baby Boomers Love Guaranteed Income
- Is An Annuity An Annuity, Or Is An Annuity An Egg?
- Variable Annuity Buying Tips
- Should You Convert Your IRA To A ROTH IRA
- Negative Or Just Realistic?
- Raising Money Using a Self-Directed IRA
- The Latest 401k Trends
- The Big Rollover: Your Options
- Should You Borrow Against Your 401(K)? Think Twice
- Failure To Plan Can Be Devastating
- Finding the Best Annuity
- Q&A on IRA’s (Individual Retirement Accounts)
- Time Is Not On Your Side
- The Investment Pyramid For Asset Allocations
- Buy Guarantees Not Promises
- What Interest Rate Do Bonds Pay?
- Are Municipal Bonds Really Tax Free?
- Promises And Guarantees Are Not The Same Thing
- Simplifying Retirement Income Planning
- Four Common Mistakes In Retirement Planning
- ROBO-Advisors Invade Retirement Planning: Hurray!
- Assumptions: Would You Bet Your Retirement On It?
- Ashok S. Ramji Earns Chartered Life Underwriter Designation CLU®
- What Is The Purpose Of A Second Opinion?
- Beware Of The Future Cost Of Medical Care
- Compare Variable Annuities With Fixed Indexed Annuities
- How Many People Are In The New American Economy: Living Paycheck To Paycheck?
- How Do I Pick The Right Agent To Help Me?
- Understanding Income Riders
- Where Are You Now?
- Two Basics You Must Know About Annuities
- Women Are Not Equal to Men in Retirement
- Understanding “Simple” 401(k)s: an Overview
- Customized Retirement Plans
- Health Planning For Retirement
- My Mutual Fund Investments Are Free
- The Golden Years Might Not Be What You Expect
- Small Business Funds – Earn Money by Investing
- The Annuity Guarantee: Safety and Security
- The Triple Whammy
- The Glorious History of Annuities
- Who Should Have An Annuity
- Thrift Savings Plan (TSP)
- What You Should Know About Investing Your 401k In Company Stock
- Retirement Planning Strategies
- Retirement Planning for Singles And Unmarried Couples
- Steve Kerby Honored With Prestigious Invitation
- Security is Spelled A-N-N-U-I-T-Y
- Five Benefits Of Working Past Retirement Age
- Living Wills: Frequently Asked Questions and Answers
- Annuities as an Investment Vehicle
- Variable Annuities | Tips to fully understanding variable annuities
- Your Guide To Choosing A Tax Professional
- Advance Directives: “The Living Will” and other issues
- The Stock Market, The Magnificient Twenty and Volatility
- Municipal Bonds, Know Their Secrets Before Investing
- Promises Made, Promises Kept: The ‘Cross Your Heart’ Investment
- Money Management Mistakes To Avoid
- US Treasury Floating Notes
- 4 Common Myths about Annuities
- Jim and Pam’s Most Excellent RV Adventure
- The No Exposure To Loss Gambling Machine
- Make A Plan With These Five Factors In Mind
- Are Revocable Living Trusts for You? Basic Information
- Life Insurance Plans and Options: The Basics
- Annuities, The Big Three: Fixed Interest, Fixed Indexed, and Variable
- 10 Solid Reasons To Consider An Annuity For Your Retirement Foundation
- Market Volatility Can Be Defeated: Retain or Gain!
- Income Riders Are The “Future”
- Sugar Loaf’s Will Be The Most Important Investment Choice For The Next 20 Years.
- Live Long And Prosper But Not Too Long
- Whale Or Big Fish Where Do You Stand?
- Retirement Income: Guess? or Guarantee?
- Use the 1035 Tax Free Exchange To Maximize Your Annuity Benefits
- You Or Your Funds: Who Will Cross the Finished Line First?
- Market Volatility: Safety Nets Are Available
- Secrets Of Variable Annuities
- Estimating The Future Can Be A Mistake Unless It Is Guaranteed
- Introduction to REITs
- Immediate Or Income Annuities?
- Stop Watching the Volatile Market: Look at Fixed Annuities
- Joint and Survivor Annuity
- Fixed Indexed Annuities: Fact or Fiction?
- Ask Questions To Find The Best Annuity For You
- Solve The Retirement Solution By Climbing A Ladder
- 5 Things Every Baby Boomer Needs To Know About Annuities
- Keeping the Interest Rate Field Level with Annuities.
- Rating and Comparing Annuities
- Strategic Planning with Annuity Riders
- To Be Or Not To Be: What Is An Annuity?
- Operation 401(k)
- Understanding Variable Annuities: Pros and Cons
- Volatility And Longevity
- Baby Boomers Are Embracing Annuities With Open Arms
- A Big Pile of Money: What is it Good For?
- The National Debt: Will it Ever Be Paid? No!
- Use Golf to Understand Bonds
- How Safe is Your Fixed Indexed Annuity?
- Use the Tax Advantage of Annuities in Your Retirement and Tax Planning
- Stop the Financial Tug of War
- A Gold Watch And Lifetime Income
- 5 Reasons Annuities Will Become a Force for the Baby Boomer Generation
- Living Trusts: Frequently Asked Questions and Answers
- Is Your Retirement Plan On Solid Ground?
- Retirement Planning: Common Investor Mistakes
- 401(k) Aged Based In-Service Withdrawals Move to Safety
- Are You A Fox Or A Hedgehog?
- Get Started with Basic Estate Planning
- Women Focused Financial Planning
- Top 4 Annuity Scams – Here’s What to Look For To Protect Yourself
- Advantages of the 1035 Exchange IRS Code
- Do You Know And Understand Your Risk Tolerance
- When is a Good Age to Consider Investing in An Annuity?
- Billions In Fees Translates to Billions In Lower Retirement Income
- How to Choose an Attorney
- Wills and Trusts Defined
- How to Choose a Financial Planning Attorney
- Assets Under Management Fees and Expenses
- The Next Major Annuity Market Is Massive: Women
- Robo Advisors And The Loss Of Customer Service
- Roth IRAs, IRAs, 401(k) and Account Conversions
- Rich Get Richer, Poor Get Poorer – What about the Middle Class?
- Think Like A Tortoise And Comprehend The Real Meaning Behind The Annuity P 1
- Distribution With Diversification Or Distinction?
- Downside Protection And Guaranteed Lifetime Income
- The Stock Index & How History Can Make You A Smarter Investor
- Nelson Nash: A Tribute To A True Safe Money Hero
- Get an Annuity Quote – Some Things to Consider
- 7 Financial Tips to Help you Enjoy Life and Reduce Stress
- Plug And Play Retirement
- Annuity Riders
- Avoiding Probate With a Living Trust
- US Treasuries: a very short history
- What is Financial Fear?
- Use A Safe for Your Important Money
- Federal Deposit Insurance Corporation (FDIC): Safety and Security in the Banking Industry
- Where Have All The Bankers Gone?
- Considering “Splitting” Your IRA for Maximum Opportunity
- The Inverted Yield Curve
- Annuities Explained
- Tips To Lower the Property Taxes on Your Home
- The Best Kept Secret in the Financial World
- Warning About Phony and Bogus High Interest Rates
- Financial Planning for the Divorced Woman: You are in Control!
- How To Modernize Life Insurance at Retirement Time
- Trust: Use the Ronald Reagan Approach
- Social Security Retirement Benefits: Know Your Options!
- Inflation and Investment Risk
- Chickens, Pigs, Bulls and Bears: The Stock Market is a Barnyard
- What is a Prohibited Investment in an IRA?
- Eliminating Market Risk To Your Retirement Funds
- Bond Funds or Individual Bonds: Which is Best for You?
- The Importance Of Dental Health For Senior Citizens
- Consider Using Math And Science When Planning Your Retirement
- How to Understand Insurance Company Financial Ratings
- Has Conventional Money Wisdom Handcuffed You?
- What Is The Definition Of Conjecture?
- Avoid Penalties By Learning These Important Early 401(k) Withdrawal Rules
- Financial Dentistry
- Steve Standley Brings His Retirement And Income Show To Nashville
- If You Don’t Want To Be A Fool Quit Acting Like One
- The Tax Deferred Annuity
- Transparency: Welcome To The Future
- Different Types Of Bank Certificates Of Deposit
- 457 Retirement Plan Options
- Earn 10% Plus With an Annuity?
- Estate Executor: Duties and Obligations
- What Happens To Bonds and Annuities If Interest Rates Rise
- The Sherriff In Town Comes To The Rescue
- Avoid Unnecessary Probate Expenses and Time Delays With This Simple Planning Tip
- Corporate Bonds, How Safe are They and What Happens if a Company Defaults.
- Investing Can Be Risky….Maybe Not!
- The Float, Warren Buffett, Annuities and You
- Welcome to the Age of Safety in Retirement
- 10 Retirement Planning Mistakes and How to Avoid Them
- Term Life Insurance: Advantages and Disadvantages
- Insuring Your Risk At Retirement
- Look Before You Leap Into Corporate Bonds
- Annuity Lies Rebutted
- 401k Asset Allocation Strategies
- 401k Investment Tips: Essential Tools for Informed Choices
- 7 Shortcuts For Major Money Hassles
- The Best Time for Tax Planning
- Women and Pensions, a Danger Sign
- Your Retirement Distribution Strategy
- Boomers And Hybrid Annuities
- Tax Deferred Annuity
- What Is The Best Annuity?
- Know Your Annuity Contract: Nursing Home Waiver
- What Your 401k Provider Doesn’t Want You to Know
- Protecting Your Family’s Inheritance: Beneficiary-Controlled Trusts
- Helpful Tips For Improving your Credit Score
- Savings Bonds and Tax Deferral
- Annuities Dirty Little Secret Number 1
- Sleep Tight Knowing Your Investments are Safe.
- The Top 7 Most Common Financial Mistakes
- Seven Ways to Improve Your 401k
- Outsource The Liability
- Long Term Care Insurance Premiums Increase Continue With No End In Sight
- Is Investing In Bond Mutual Funds A Good Idea? Let’s Look at The Disadvantages
- Understand Your Social Security Survivorship Benefits
- A Safe Retirement Option is Available
- Dealing With Uncertainty and Your Retirement
- But My Broker Says
- FINRA And Its Relentless Attack on Excessive Fees
- Look Out For The Falling Stock Market
- How To Enjoy The Best Years Of Your Life
- A Common Sense Approach To Basic Retirement Planning
- Market Volatility Puts Retirement Accounts In Peril
- Safety In Retirement
- The Misconception Of Annuity Liquidity And Income Riders
- Protecting Your Assets
- Medicare Reimbursements Shrink As Medical Costs Increase
- Make Sure You Have Named A Beneficary On Your Annuity Contracts
- Proceed With Caution Using An Annuity In A Trust
- Are Your Boomerang Kids Retiring With You?
- A New Idea That Has Been With Us For Over 200 Years
- Asset Preservation VS Asset Speculation
- The Miracle Of Compound Interest
- Do You Have An Umbrella For The Rainy Day
- Laddered Buckets Can Maximize Retirement Options
- Normalcy Bias And Your Retirement Income
- Responsible Management Of Retirement Savings
- Nightmare On Easy Street
- Should You Be Concerned About Required Minimum Distributions
- Veterans Aid And Attendance Pension
- Annuities And Asset Protection
- A True Story
- Is It time For Your Company’s 401(k) Plan’s Annual Checkup?
- Avoiding Probate: A How To Guide
- Insider’s Guide To Variable Annuities
- Prime Notes Are Prime Fraud
- Three Reasons 401(k)s May Not Be Suitable For Some Investors
- When Planning Retirement, Make Sure Your Money Lasts As Long As You Do!
- Fixed Indexed Annuities And The Road Analogy
- Your Broker Wants You To Know All Quiet On The Western Front
- 4 Strategies To Reduce Volatility In Your Retirement Portfolio
- Fifty Years And Counting
- The Golden Years May Become Scary
- Invisible Fees In Mutual Funds
- Sequence Of Returns Risk
- Help Your Surviving Wife Survive
- The Lizard Brain
- Does Wall Street Math Match Up With Actual Results
- What Is The Rule Of 72
- The Retirement Question
- It’s What You Keep That Counts
- Fear And Ignorance In Retirement Planning
- The Black Swan And Retirement
- The Dow Jones Industrial Average Will Hit 30,000
- Self Directed Individual Retirement Accounts IRA
- Does Your Pension Fund Help You Meet Life’s Unexpected Demands
- Women And The Retirement Nightmare
- Legacy Abitrage
- Which Life Insurance Policy Should I Choose
- When Planning For Safety Consider The Alternatives
- DO ETFs Signal The Demise Of The Mutual Fund
- Will Your Family Be Affected By The Secure Act
- How Safe Is Your Nest Egg
- Should You Invest In Gold Consider These Pros and Cons
- What Drives Your Financial Decisions?
- Up Down Up Down Up Down
- Clean Out The Junk Drawer Of Your Mind
- What Does the FDIC Not Guarantee or Insure
- Brokered CDs, Are They Right For You?
- US Treasury EE Saving Bonds: Good Idea Or A Stinker Idea?
- The Millennial Generation Could Damage Retirement Planning
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- The Modernization of American Annuities
- NOW WHAT DID YOU DO
- Could Investing In Treasuries Be A Mistake?
- It’s Official A Pandemic Is Upon Us
- Time The Stock Market And Make A Huge Profit
- Volatility, Information, The Stock Market and Annuities
- 2019 COVID-19 Impact On The Market
- What If It Was Me
- In Troubled Times Focus On The Good
- Has The Pandemic Made You Long For Safety?
- What Are Your Essential Life Decisions?
- Coronavirus Has Exposed Retirement Financial Land Mines
- Do Your Job
- The Gray Divorcee
- Annuities Have Surrender Penalties And That Is A Good Benefit
- Some Light At The End Of The Tunnel
- Different Stages In Life Requires Different Advice
- Living Longer Sounds Nice But Can You Truly Afford It
- Helping Baby Boomers Plan For A Successful Retirement
- Will Inflation Kill Your Retirement
- The Economy Is Rebounding And So Are Fixed Indexed Annuities
- How To Keep From Going Crazy When The Pandemic Is Over
- Tax Free Exchanges: Can I Move My Annuity Without Tax Liability?
- Does Your Annuity Salesperson Stay In Touch With You
- Seven Common Mistakes Federal Employees Make With Their RetirementBenefits
- Snowball Or Avalanche
- How To Survive And Thrive The COVID-19 Market Losses
- The Stock Market Crash of 2020 – Were you protected?
- What Federal Employees Must Know Before Borrowing From Their TSPs
- Owning A Small Business Does Not Mean Your Retirement Planning Is In Place
- Happy Lockdown 4th
- Use Your Brain To Control Money Making Decisions
- Why You Should Leave Your Heirs Life Insurance Or Annuities
- Fixed Indexed Annuities Stay Focused On The Ball
- What Is A Qualified Longevity Annuity Contract?
- When Should You Claim Your Social Security
- Unlock A Hidden Asset
- Which Way To Turn
- Self Direct Your Individual Retirement Account To Match Your Goals
- A Compelling Story: Fixed Index Annuities
- Outsource Your Concentrated Risk To A Risk Bearer
- Is Your Advisor Making The COVID 19 Pandemic Easier On You
- Will COVID-19 Change The Way You Save For College Tuition?
- The Long Hot COVID 19 Summer
- The Ugly Truth About Women And Retirement
- The Real Truth About Fixed Index Annuities In A Bear Market
- Should Your Portfolio Include A Deferred Income Annuity
- Why You Need To Add A Retirement And Income Specialist To Your Money Team
- The Elusive Market Sidewinder Hidden But In Plain Sight
- What Is An Annuity Laddering
- What Is A Multi-Year Guaranteed Annuity And Why Should You Care
- Six Common Designations Used By Advisors And Agents
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- What The Pandemic Has Taught Us About Financial Planning
- How Can A Hybrid Annuity Help You Plan For Long Term Care
- Should You Consider Moving When You Retire
- What Women Business Owners Can’t Ignore When Planning For Retirement
- The Rule of 752: Use It To Change Your Spending Habits For A Prosperous Retirement
- Lower Interest Rates Until 2023? Great For Spenders, Bad For Retirement
- What Is A Fiduciary And How Can One Ensure You Have The Best Possible Retirement Outcomes
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- How Should You Prepare Your Finances For Life After The Presidential Election
- Are You A Woman Worried About Money?
- Do You Insure Your Home?
- And They Lived Happily Ever After
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- Do I Need Dividends in My Retirement Portfolio?
- Use a HSA To Partner With Your Retirement Funds
- Will A Diverse Retirement Plan Provide Peace Of Mind
- Financial Amnesia
- What Federal Employees Need To Know Before Selecting A Benefit Option
- On Time, Tax Benefits, On Target, UnTouchable
- The Fundemantals Of Retirement Have Not Changed
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- Have You Heard From Your Financial Advisor Lately
- Six Qualities Of Highly Effective Advisors
- Establish Your Financial Identity and Thrive
- Most Seniors Will Need Additional Income Streams In Retirement
- What Is The Sequence Of Returns Risk, And How Can You Manage It When You Retire
- How To Design And Customize Your Retirement Asset Allocation Framework
- Debt Free Independent And Prosperous
- Can You Ensure Your Golden Years Are Sweet?
- What Are Exchange-Traded Funds, And Should You Consider Them For Your Portfolio
- How Rising Unemployment Will Affect Retirees
- Lower Your Costs In Retirement By Getting And Staying Healthy
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- Three Things To Know Before Buying Municipal Bond Insurance
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- Some Key Points Of President Biden’s Tax Plan
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- The U.S. Debt Gone Mad!
- Is Your Financial Advisor Talking Up “ILAs?”
- Long-Term Care: Most Americans Don’t Even Know They Are Going To Need It.
- Using Premium Financed Life Insurance for Tax-Advantaged Income
- Will You Be Dragging Debt With You When You Retire?
- Will The Future Be Surviving A Financial Armageddon?
- The Longer You Live The Longer You Live
- How Medicare Benefits Fit Into Your Retirement Plan
- Are You And Your Money Prepared For The Next Pandemic Or Recession?
- Corn Farmer Analogy
- It’s Always Wise to Include Annuities
- Why Both Spouses Must Be Involved When It Comes To Retirement Planning
- Market Volatility and Income
- 3 Overlooked Tax Reductions That Will Shock You
- If You Are Approaching 65 You Should Know Your Medicare Options.
- Five Common Medicare Misconceptions That Can Impact Your Retirement
- Tips For Pre-Retirees As They Manage Their Money During And After The Pandemic
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- Annuities For Women
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- Why Women Need To Start Having Serious Conversations About Money And Retirement
- What You Need To Know About Cryptocurrency Before You Invest A Single CENT
- Common Mistakes People Make When They Consider Annuities
- Top 7 Retirement Planning Mistakes To Avoid
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- Why Achieving Financial Unity Is Critical For Married Couples
- What Is An “NFT” And Why You Should Care
- What Steps Should You Take If Your Employer Suspends Your 401k Match?
- Credit Score Information Frequently Asked Questions and Answers
- Indexed Annuities – Gains Without Market Risk
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- The Three Pillars of a Safe-Money Retirement
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- Should Pre-Retirees And Retirees Rebalance Their Investment Portfolios To Mitigate Risk?
- Can Buying An Annuity Help Younger People Who Are Still Working?
- Annuities Are Only Giving Me My Own Money Back
- Should Federal Employees Contribute The Maximum To Their TSPs?
- The Freedom to Spend and Enjoy
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- The Zoo: Understanding Bulls, Bears and the Deer
- When Planning, Don’t Forget These Often Overlooked Retirement Expenses
- Does Your Advisor Have A Contingency Plan? If Not, Your Wealth May Be At Risk?
- What are “floating rate” bond funds and are they better than fixed annuities?
- Are Myths And Misinformation Keeping You From Having An Annuity In Your Portfolio?
- What Should You Do If You Inherit An Annuity?
- Are You Prepared If You Are Forced To Retire Early
- What Are The Main Differences Between Annuities And Bonds?
- Baseball Great vs. Financial Meltdown
- What Do You Do When Your 401k/IRA Balance Hits Zero?
- The Glidepath And Systematic Withdrawal Theory: Do They Still Apply In Today’s Interest Rate Environment?
- Does The Calculation “120 Minus Your Age” Make Sense Anymore?
- Don’t Gamble. Leverage Like Buffett.
- Are You Willing To Just “Guess” When It Comes To Retirement?
- Understanding The Fees Associated With Annuities
- A Comprehensive Guide To Annuities And Annuity Investing
- Should I Buy Long Term Care Insurance?
- Certificates Of Deposit Strategies
- Am I A Senior?
- What’s Really Behind Those “7% Guaranteed Rates” On Fixed Annuities?
- It’s Alright To Dislike Annuities, But You May Already Own One.
- Should You Have Debt In Retirement?
- If You’re Having Trouble Planning For Retirement, Your Brain May Be To Blame
- Glass, Toilet Paper And Cell Phones
- Brands And Why We Trust Them
- Depression And Worry For Baby Boomers
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- Dad Goes To Day Care
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- The Purpose Of Money Dictates Where We Invest
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- Annuities Are Not The Enemy
- Baby Boomers And Mortgage Debt
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- Do You Have An Exit Strategy? Do You Know When To Get Out Of The Market?
- How To Secure Guaranteed Retirement Income In A Volatile And Chaotic World
- Investors, Teenage Girls and Sheep
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- What Is A Short-Selling Squeeze
- What Did You Say?
- Make Sure You Understand The Financial Burden Of Long-Term Care.
- Be A Surgeon, Cut Out The Tax Tumors
- Can Contentment Cause People To Be Blind To Danger
- Why Federal And State Employees Have A Hard Time Understanding Their Benefits.
- Choosing An Annuity Is A Personal Decision
- Does Your 401K Or IRA Need To Be Rescued
- Healthcare And The Baby Boomers
- Returns Risk Isn’t Going Away, But An Annuity Can Help Lessen The Impact On Your Wealth
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- Transparency It Had To Come We Knew It All Along
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- The “Yin And Yang” Of Inflation
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- Is Your Advisor Giving You The Right Advice?
- The New Corporate Business Plan: Outsource Pension Liability And Improve Profits
- Should You Wait To Purchase An Annuity?
- You’ve Made It Up The Mountain; Now You Need Retirement And Income Planning To Get You Down.
- Use The Bank Ladder Approach To Increase Yield On Your Bank Deposits
- The Curtain Is Drawn Back On Bond Sales
- Estate Planning – Get Organized!
- 20 Questions To Ask When Interviewing Annuity Agents
- Are We There Yet?
- There Are Fees And Then There Are Fees
- Beware Tax Scams
- Social Security Will Run Out of Money
- Anger Emotions And The Lack Of Information
- Why Interest Rates Are Low And Will Stay That Way
- It’s Not Financial Rocket Science
- Charitable Gift Annuities
- If You Go Phishing, Make Sure You Are Not The Bait
- Mistakes That Could Make Retirement Challenging.
- Is the Stock Market Being Artificially Manipulated
- What is Probate? How does it work?
- How Much Money Is Needed In Retirement
- Annuities: How long have they been around?
- A Mistake And A Miracle
- Will Your Retirement Income Go The Distance?
- Running Out of Money Before You Run Out Of Life
- Sequence Of Returns Risk
- Does Your Financial Plan Have A Cavity?
- Why Your Spend Down Retirement Phase Requires Planning
- Temporary Inflation Can Damage Retirement Planning
- Should You Downsize When You Retire?
- What Is The Color Of Your Money — Red or Green?
- Will Your Government Or Private Pension Take You To Age 100?
- The 3 Biggest Concerns About Variable Annuities
- Are US Treasuries A Smart Bet For You?
- Compound Interest – The 8th Wonder Of The World!
- When Harry and Sally Met Their 401(k)
- Market Corrections Are Inevitable. What Can You Do To Protect Your Wealth When They Happen?
- Business Succession
- Should An Annuity Be A Part of Your Retirement Portfolio?
- Max Out Your 401(k)
- Ever Wonder How the Stock Market Works?
- Longevity! Can You Insure It? Yes!
- Shaquille O’Neal, A Billion Dollars and Annuities
- Could Passively Investing In Real Estate Help You Enjoy A Better Retirement?
- Inflation Can Be A Terrible Retirement Partner
- Is It Possible To Save Too Much For Retirement?
- What Are Some Advantages Of Rolling A 401(k) Into An Annuity?
- Why Should I Plan If I Don’t Ever Want To Retire?
- To Bonds Or Not To Bonds That Is The Question
- Common Money Myths That Keep You Confused
- One Of The Best Financial Products Of Which Few People Have Heard
- Here Is A Guaranteed Way To Become A Millionaire
- Questions & Answers Regarding Probate
- Six Lies People Tell Themselves About Retirement Planning That Could Haunt Them Later.
- Wall Street’s Latest Attempt To Create An Annuity: Bond Tents
- Why Conventional Financial Planning Is Failing And What You Can Do About It
- Could “Substantially Equal Periodic Payments,” Help You If You Need To Retire Early?
- The Wisdom Of Planning For Possible Illness
- 7 Things You Must Know About Claiming Social Security
- Why You Should Review Your Insurance Regularly
- These Annuities Can Give You A Little Extra TLC
- Are You Utilizing The Power Of Compound Interest?
- Do I Really Need Life Insurance?
- Rate Of Return Or Payout Percentage.
- Are You Having Trouble Planning For Retirement? The Problem Could Be All In Your Mind
- Should You Sell Your Home When You Retire?
- What Should Federal Employees Do With Their TSPs After Retiring?
- Save And Safeguard Your Money A With Fixed Indexed Annuity
- Get To The Point-To-Point
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