How To Survive And Thrive The COVID-19 Market Losses

I think we can all agree we live in unprecedented times with a worldwide pandemic, anarchy in our cities, and a stock market that is on a roller coaster ride every other day. As retirees, this can become very overwhelming as we question how to protect our hard-earned retirement funds. Do the following fears keep [...]

By |2020-07-01T19:58:52+00:00July 1st, 2020|Annuities|

The Retirement Checklist

I recently finished reading a book called ‘The Checklist Manifesto.’ It’s a fascinating book that was written by a surgeon who was struck by the idea that something as simple as a checklist can be the linchpin of a successful outcome, versus complete disaster in some of the most critical of situations. The author spoke [...]

By |2020-04-15T21:47:59+00:00March 10th, 2020|Annuities, Retirement Planning|

4 Common Myths about Annuities

Myths or facts, make sure your understand the difference   Corporate media is mostly aligned against annuities. Could financial bias drive this demonization? Traditional financial institutions (Wall Street) spend vast amounts of money advertising on corporate media properties. What is the truth about annuities? How can one product be so loved and vilified at the [...]

By |2020-04-13T17:55:21+00:00February 16th, 2019|Annuities|

Learn The Secret That Most Affects Your Retirement Success

When you consider what it takes to establish a successful retirement plan, what comes to mind? Is it your annual rate of return; the safety of your principal; having a balanced portfolio; guaranteed income for life? While all above are important, they are not the most critical factors that will determine whether you will run [...]

By |2020-04-17T18:00:36+00:00April 16th, 2018|Retirement Planning|