Market Volatility and Income

You’ve worked hard all your life, played by the rules only to have a majority of your nest egg wiped out due to something you could NEVER have controlled. For most of us, this would be devastating and possibly life-changing! For most pre retires and retirees, the #1 concern they have is fear of running [...]

It’s Always Wise to Include Annuities

"Offering retirees the chance to obtain tax-deferred growth and guaranteed income in retirement, annuities should always be part of a retirement and income specialist's tool kit." Michael Masor. Successful financial advisors understand that the days of selling a product and never seeing that client again are long gone. Instead, retirement planning has morphed into more [...]

Are You And Your Money Prepared For The Next Pandemic Or Recession?

"The COVID-19 pandemic and ensuing economic downturn took pretty much everyone by surprise. Are you ready for the next crisis?" Tim Davis Most Americans were caught off-guard both by the swiftness with which the COVID-19 pandemic arrived and the economic disaster it birthed. While we are just beginning to see some of the consequences of [...]

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 [...]