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Are You A Woman Worried About Money?
Annuities, Bonds, Estate Planning, Financial Planning, Insurance, Investing, Retirement Planning, Social Security, Taxes

Are You A Woman Worried About Money?

Are you a woman who tosses and turns at night, worrying about money? Insurer Allianz surveyed women in 2019 found that 67% of female survey respondents reported worrying about their current financial situation versus 57% of males interviewed. Nearly 40% of women surveyed reported thinking about money on a daily or least weekly basis. A [...]

By Dana Trenchfield|2020-11-27T17:47:53+00:00November 3rd, 2020|Annuities, Bonds, Estate Planning, Financial Planning, Insurance, Investing, Retirement Planning, Social Security, Taxes|

Annuities And Asset Protection
Annuities

Annuities And Asset Protection

Annuities and Asset Protection: What you need to know! Joe Richmond (not his real name) followed every bit of advice his financial planner gave him. He paid himself first and accumulated a very nice emergency fund. He maxed out his employer-matched qualified plan, invested in income-producing assets, looked for any tax savings, and started a [...]

By Tim Davis, CLU, CEBS|2020-04-13T18:24:10+00:00August 30th, 2019|Annuities|