Annuities Dirty Little Secret Number 1

What is the real benefit of Fixed Indexed Annuities? Your funds are fully guaranteed and are safe and secure. Your Fixed Indexed Annuity can only increase. Fixed Indexed Annuities are best suited for people who want to protect their original principal and provide for an increase in funds linked to a major index.

By |2020-04-13T18:26:49+00:00June 10th, 2019|Annuities, Annuities 101|

The ‘New’ Investment Pyramid: Think in Reverse to Move Forward

The idea of an investment pyramid is based on building the foundation (the bottom) the middle (some risk but higher reward) and the top (high risk and high reward). The concept is simple, build your base and add the other portions as you work to gain your financial goals. That is the way the investment [...]

By |2020-04-16T17:00:54+00:00January 16th, 2019|Investing|

Lessons From Eddy

Eddy came to us looking for a place to feel safe and secure, and perhaps even a little love.   A few years ago, we acquired Eddy. Eddy is a miniature donkey who was virtually homeless. He is just a little guy who was passed around from one house (broker dealer) to another. No one [...]

By |2020-04-17T18:04:47+00:00June 8th, 2017|Annuities|

4 Percent Rule or Annuity for Peace of Mind in Retirement (Don’t Worry – Be Happy!)

Today I’d like to discuss what makes retirees happy. To quote The Pension Research Council, 2003: “Research has shown retirees with greater amounts of guaranteed income show more satisfaction, worry less, and show fewer signs of depression”. (1) Now that sounds like a very sensible statement; however, from speaking with so many people over the [...]

By |2020-04-14T00:13:54+00:00May 22nd, 2017|Annuities|