Tips For Pre-Retirees As They Manage Their Money During And After The Pandemic

"Those within 5-10 years of retirement need to get serious about money management and planning, or face possible failure." - Angie Politarhos While it's always worth checking in on your finances from time to time, it's especially critical as more of the economic upheaval created by the COVID-19 pandemic is gradually revealed. Resetting your finances [...]

By |2021-04-09T17:54:16+00:00April 9th, 2021|Retirement Planning|

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 [...]

Some Key Points Of President Biden’s Tax Plan

"By focusing on low and middle-income earners, Joe Biden hopes to stimulate a pandemic-ravaged economy. The impact could be significant for higher net worth individuals and corporations."- Jerry Yu. Now that both the House and Senate are in the hands of Democrats, it is likely that President will be able to get more of his [...]

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|

How To Keep From Going Crazy When The Pandemic Is Over

If you're like many Americans, the pandemic has altered at least some of your financial plans. You now find yourself in an economy teetering on the precipice of a significant downturn. You might be wondering what, if anything, you can do to strengthen your financial position and reclaim a tiny bit of "normal." Get Your [...]

By |2021-05-24T23:42:07+00:00June 11th, 2020|Retirement Planning|

The Economy Is Rebounding And So Are Fixed Indexed Annuities

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 [...]

It’s Official A Pandemic Is Upon Us

“The truth is that even our politicians do not understand the exponential infection rate of COVID-19. Hubei province went from 44 confirmed cases on January 23 to 4,903 cases (11X) that number a week later. Another week later, they were at 22,112 (4X). Italy, Iran, and South Korea have seen the same insane infection growth.”- [...]

By |2020-04-17T17:58:05+00:00March 12th, 2020|Uncategorized|