The Fundemantals Of Retirement Have Not Changed

Over the years of our life span, we are increasingly seeing changes occurring at a faster rate, which affects our lifestyle. Here in 2020, since the official start of Covid-19, we now have two or maybe three vaccines to combat this disease. What would normally have taken four to six years to complete has been [...]

When Planning For Safety Consider The Alternatives

“It’s not what you make that counts!” Exhorts friend and mentor Ed Slott in an interview we recently conducted. “It’s what you keep – after taxes!” Ed Slott has a top-rated show on public broadcasting called ‘Retire Safe and Secure.’ Ed’s message about retention is in sync with the current preference among retail investors for [...]

By |2020-04-15T01:22:54+00:00December 19th, 2019|Financial Planning|

Top 4 Annuity Scams – Here’s What to Look For To Protect Yourself

All annuity companies offer a “free-look” period where you may return the annuity for any reason and receive a full refund. Make certain you fully understand your rights and options when you purchase an annuity, your agent or the insurance company will help you. That being said, there are scams with annuities just as there are with almost any product being sold to the public. Here are some to be aware of.

By |2020-04-12T23:47:58+00:00March 12th, 2019|Annuities|

5 Things Every Baby Boomer Needs To Know About Annuities

Baby Boomers can benefit from these myths and truths.   Myths and Truths about Annuities We all remember stories from our childhood which turned out to be nothing more than a myth.  There are several categories of these stories; of course, there is the truth, but also legends, folk tales, and superstitions. When it comes to [...]

By |2020-04-13T17:56:52+00:00February 24th, 2019|Annuities, Annuities 101|