Planning for retirement requires understanding of your present situation and a focus on your goals. Mistakes are easily made and corrections are always necessary in order to meet the needed. . .
A tax-deferred annuity provides tax deferral in which income tax on the yield on the original deposit of investment income is not charged during the investment period, as long as. . .
Every decision you make today, and action you take today, carries an element of risk and offers a potential benefit. It’s such an inherent part of life, and we don’t. . .
There are advisors today who make a big deal about the fees the “other guys” charge. Apparently, they want you to believe that they don’t get paid to help you. . .
Annuities have a long history of successful retirement income planning, dating back to the Roman Empire in A.D. 225! Simply put, an annuity is a guaranteed payment for a certain. . .
Make sure your comparisons are apples to apples Which is better, a hammer or a screwdriver? It depends on what you are trying to accomplish, doesn’t it? Both of them. . .
I have been asked so many times about owning gold. Many people feel that gold is safe and a place to keep their money free from invasion of foreign entities. . .
Most people who have saved for retirement, college, or just an emergency fund, have assets in several different investments, I like to think of each of these as buckets. Buckets. . .
The definition of tax-deferred growth is this: An investment in which some or all taxes are paid at a future date, rather than in the year the investment produces income.. . .
Happy New Year. The time of year when we often reflect upon the previous year and take inventory of what we have accomplished and where we fell short. Many people. . .
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