What The Pandemic Has Taught Us About Financial Planning

Like most people, I have found myself challenged by the fallout from the COVID-19 pandemic.  The social consequences are genuine, so is the financial impact as millions of Americans face economic hardship and uncertainty. - Tim Davis, CLU, CEBS As is the case with most of life, each hardship and challenge contains lessons to be [...]

By |2020-09-11T17:58:31+00:00September 8th, 2020|Retirement Planning|

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 [...]

Is Your Advisor Making The COVID 19 Pandemic Easier On You

I'll be the first to admit that the retirement and income industry is somewhat behind the digital curve. After all, it wasn't that long ago when insurance companies INSISTED on having paper copies of everything (often in triplicate!) along with signatures in black ink. Many companies viewed email and PDFs with more than a little [...]

By |2020-07-28T18:54:34+00:00July 25th, 2020|Retirement Planning|

Coronavirus Has Exposed Retirement Financial Land Mines

If you're like most people, you are somewhat, if not entirely, burned out on the whole coronavirus situation. It's understandable given the tsunami of confusing information directed at us over the past few weeks. However, I advise you not to allow burnout to keep you from taking a closer look at how your finances fared [...]

By |2020-04-29T22:26:47+00:00April 29th, 2020|Retirement Planning|