"There is only one difference between a long life and a good dinner: that, in the dinner, the sweets come last." – Robert Lewis Stevenson. We all want our retirement years to be financially secure, but the "Golden Years" are anything but sweet for many. Even the best plans can be completely derailed by market [...]
I get asked this question a lot. "What is an Annuity?" Most people I talk to when it comes to retirement planning either do not understand annuities or have heard a bunch of negative press when it comes to annuities. I feel the simplest way to explain what an annuity is and why they play [...]
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 [...]
Let me just say that all of America knows where to find Safety—CD’s, money markets, and treasury bonds. All of America knows where to find an opportunity—the stock market. However, many do not know where to find safety, an opportunity for growth, liquidity, and income on the same dollar, at the same time, with no [...]
"Index investing" is a passive investment strategy used by some investors in an attempt to generate returns comparable to a broad market index. Proponents of index investing believe that it's impossible to beat the market once you take fees and taxes into account. Many people involved in index investing find index funds to be more [...]
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 [...]
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 [...]
Our economy is picking up steam and moving forward after the Covid-19 pandemic shutdown our country has been enduring. The economy is showing it is resistant and is very strong and moving forward. There will no doubt be surprises and some resistance, but given the business comeback we are seeing, the market in my view [...]
How much longer is the pandemic going to last? TV anchors and various media pundits have all been giving their opinions and asking whomever they could when will the Coronavirus pandemic be over. When will their lives return to normalcy and when will the stock market finally bottom? And even suggesting financial questions to [...]
Over my last 18 years of placing nearly $170 million of Fixed & Fixed Indexed Annuities in force for my client base. I often have had to overcome a stigma they have been subjected to, better known “analysis paralysis.” Frequently, I’ve been the third of fourth person or option who’ve they’ve meet with while exploring [...]
