What Is An Annuity Laddering

What Is An "Annuity Laddering" And How Can It Work For You "A desire to preserve cash savings and turn that money into lifetime income is a primary reason some people decide to purchase annuity products. "Laddering" can help these products work even more efficiently."- Jerry Yu It's genuinely shocking when I run across people [...]

The Elusive Market Sidewinder Hidden But In Plain Sight

Like the elusiveSidewinder Snake, the elusive “Market Sidewinder” buries itself in the sand of financial data we take in, staying calm and waiting for the right opportunity to reach out and bite us. The Sidewinder Snake is unique, able to travel sideways speedily at 18 mph across the sand. His method for getting his next meal [...]

The Real Truth About Fixed Index Annuities In A Bear Market

I think we can all agree that the stock market has been extremely volatile since the COVID-19 pandemic. But what has the market done and what was the average return from the beginning of the stock market.  Well, let us investigate the truth, believe it will be a real eye-opener. We have had a bear [...]

The Long Hot COVID 19 Summer

It's only been eighteen days since my last article. Still, answers in our financial game of life seem to escape us like a high fly baseball hit so hard and high and seemingly suspended like a cloud, slowly..... Falling down out of the air, changing course as the baseball falls back down and many are [...]

A Compelling Story: Fixed Index Annuities

How would you like to play poker where the casino told you they would guarantee you that you will make money on every winning hand and, you would break even on every losing hand. You would line up for that table, wouldn’t you? That is precisely what we offer with Fixed Index Annuities. Tax deferral [...]

By |2020-07-21T19:03:48+00:00July 21st, 2020|Annuities, Estate Planning, Insurance, Retirement Planning, Taxes|

Fixed Indexed Annuities Stay Focused On The Ball

Fixed Indexed Annuities Stay Focused On The Ball While Riding The Market Roller Coaster During These Uncertain Times Our year 2020 is turning out to be a real Doozy (nail biter) due to the Covid-19 virus and this historic election year as our economy is reopening and then is slowed or stalled and pushed forward [...]

How To Survive And Thrive The COVID-19 Market Losses

I think we can all agree we live in unprecedented times with a worldwide pandemic, anarchy in our cities, and a stock market that is on a roller coaster ride every other day. As retirees, this can become very overwhelming as we question how to protect our hard-earned retirement funds. Do the following fears keep [...]

By |2020-07-01T19:58:52+00:00July 1st, 2020|Annuities|