Concerned About Trusting An Insurance Company With Your Important Retirement Funds?

How safe is your fixed indexed annuity? Should you trust a fixed indexed annuity with your important retirement funds? What happens if an insurance company were to fail? These and other questions are vitally important and the answers may surprise you.

By |2020-04-14T00:04:18+00:00February 12th, 2020|Annuities, Retirement Planning|

Are Your Boomerang Kids Retiring With You?

Have you delayed retirement because the obligation to raise and educate your children stayed way too long, long after college?   Don’t feel alone, and many Baby Boomers are experiencing precisely the same “retirement” that you might be facing. Many Baby Boomers have delayed retirement simply because of the need for a higher income, an [...]

By |2020-04-13T18:39:52+00:00August 12th, 2019|Retirement Planning|

Billions In Fees Translates to Billions In Lower Retirement Income

Be cautious of fees subtracted from your retirement funds, you could be the loser at retirement time. With the recent volatility in the stock markets worldwide, concern over the future of many people’s retirement accounts is at the forefront. Volatility, as defined in the stock market, means to many of us that sleeping well at [...]

By |2020-04-12T23:31:27+00:00March 16th, 2019|Annuities, Retirement Planning|

How Safe is Your Fixed Indexed Annuity?

Each month, millions of dollars are being moved from stocks, bonds, mutual funds, variable annuities, ETFs, 401(k)s, and CDs into Fixed Indexed Annuities. Why? The number 1 reason is SAFETY. But How safe is Your Fixed Indexed Annuity - are you sure it will provide you with enough income to last as long as you live? Should you trust an indexed annuity with your important retirement funds? What happens if an insurance company were to fail? These and other questions are vitally important and the answers may surprise you.

By |2020-04-17T16:04:02+00:00March 5th, 2019|Annuities|

Baby Boomers Are Embracing Annuities With Open Arms

Baby Boomers love annuities, Fixed Indexed Annuities World War II ended in 1945 and with it, home came millions of soldiers, sailors, and marines. Eager for a new life, these returning GIs married, bought homes and started families. I am a member of that generation, now known as the Baby Boomers. The Baby Boomer generation [...]

By |2020-04-13T18:58:22+00:00March 2nd, 2019|Annuities|

Beware Of The Future Cost Of Medical Care

Two things have happened that cause great concern for our future medical care. Both costs and health care are in peril. With the advent of the Affordable Care Act (ACA), the amount of medical cost reimbursements paid to providers by Medicare has been reduced. In other words, less from Medicare, more out of pocket for [...]

By |2020-04-13T19:08:06+00:00February 4th, 2019|Financial Planning|

Baby Boomers Are Learning The Secret That Income is King

Income that can never be outlived is the secret many are learning is the most important part of retirement When was the last time you heard anyone say, “I am not worried about the stock market.” The financial crisis beginning in 2008 still hovers over all of us today. Equities’ sharp drop during the crisis [...]

By |2020-04-13T18:58:40+00:00January 11th, 2019|Annuities|