Five Common Medicare Misconceptions That Can Impact Your Retirement

"Medicare planning is a complicated and confusing process. Be sure you understand all of this benefit's nuances and can separate fact from fiction."  Brad Rhodes Medicare is an essential element of any successful retirement. Yet, it is often poorly understood. In my capacity as a Medicare planner, I am continually astounded by how many false [...]

By |2021-04-07T22:02:49+00:00April 7th, 2021|Financial Planning, Retirement Planning|

What Exactly Is An Annuity

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 [...]

By |2020-12-29T08:36:34+00:00December 28th, 2020|Annuities, Financial Planning, Insurance, Retirement 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|