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February 8, 2019

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Annuities, both fixed and variable, are tax deferred investment options which yield higher returns than traditional retirement plans, but with less of a risk than that faced with a direct. . .
February 8, 2019

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Annuities have a long and important history dating to the Roman Era Annuities have a long history dating back to the Roman Era when they were used as a form. . .

February 7, 2019

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Have you ever been Whammied?  It is not fun especially when it is tripled! For a decade my radio show has aired on multiple stations weekly. My shows air in. . .

February 7, 2019

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Potential growth for the educated investor Most small and mid-sized business owners spend more time worrying about bringing in investments and additional funding than thinking about what to do with. . .

February 6, 2019

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Nothing is free when it comes to mutual  funds Not long ago, a new potential client said to me, “My mutual fund investments are FREE, there is no fee.” This. . .

February 6, 2019

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Consider health planning when thinking about retirement planning Health Planning For Retirement: Frequently Asked Questions You may think that retirement is a long way off, especially if you’ve recently changed. . .

February 6, 2019

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Customizing your retirement options might be a great idea Coming at the rear end of a long list of requirements and necessities competing for attention, retirement plans for both employer. . .

February 6, 2019

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Does a simple 401(k) make sense for you? This lower-cost, easily administered plans may be appealing in a sluggish economy. What do you know about the SIMPLE 401(k)? Most business. . .

February 4, 2019

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Learn annuities, love annuities Some people find annuities difficult to understand. This can be due to the many different types of annuities or the fact that they are so unique. . .

February 4, 2019

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Currently, there are well over 1,200,000 life insurance agents in the United States. How can you ever decide which one is best for you? Plus there’s all this “fiduciary” stuff. . .

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