Are Municipal Bonds Really Tax Free?

Are municipal bonds tax-free?  Might want to make sure. Municipal securities, also known as "munis," are bonds issued by governmental entities such as states, cities, counties, and other organizations. The bonds are sold to raise money for public interest projects such as schools, bridges, roads, and other municipal construction needs to benefit the public. Like [...]

By |2020-04-13T18:37:26+00:00February 2nd, 2019|Bonds|

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|

Do Agents Use Annuities In Their Own retirement Plannings?

I get this question a lot from prospective clients, do you use annuities in your personal retirement planning?     The simple answer is yes, absolutely. I have multiple annuities as part of my retirement portfolio. And, the reason I use annuities for my retirement, is the same reason that anyone would use them: Safety, [...]

By |2020-04-13T20:22:50+00:00July 15th, 2017|Annuities|

Income Solutions 2017

The Best Practices Used to Create Sustainable Streams of Retirement Income Do you want the best retirement income solutions in 2017? Do you want to find the right answers for creating a secure retirement, never fearing market volatility again with that part of your portfolio that is necessary for sustaining your essential needs? You see, [...]

By |2020-04-17T16:16:08+00:00June 12th, 2017|Annuities 101, Retirement Planning|

How Fixed Indexed Annuities Work

Fixed Indexed Annuities are valuable tools for many who are planning their retirement. Along with a company pension and social security, a Fixed Indexed Annuity can provide the basis for guarantees in a retirement plan. Fixed indexed annuities are excellent investments that allow you to enjoy the benefits of interest linked to the market without being affected by market risks.

By |2020-04-14T19:25:49+00:00September 8th, 2014|Annuities|

Bond Brokers are Becoming Annuity Salesmen

Selling bonds as an income is ok, but other options are much better and using them does not mean your account can be affected by increasing interest rates, actually the opposite is true. Fixed Indexed Annuities can provide the very income Boomers are looking for and without compensation being charged directly to the Boomer. Plus a variety of options exist especially the BIG one, income can never be outlived.

By |2020-04-13T19:09:14+00:00November 15th, 2013|Annuities|