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September 8, 2022

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Inflation poses a severe threat to all Americans and can cause profound damage to your retirement savings. As of June, the inflation rate in the US was a whopping 9.1%,. . .

September 7, 2022

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Guarantees that allow you to sleep better at night An annuity is a contract sold by insurance companies designed to provide variable payments to the holder at designated time periods,. . .

September 5, 2022

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“Most retiree accounts are woefully underfunded. Instead of withdrawing 4% to retire comfortably, you may have to reduce that to 3% or less.” Jeff Kennedy For various reasons, some people. . .

September 2, 2022

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Sustainable income, precisely what is it? How could income be sustainable?  What happens when interest rates drop, or you live too long? How can it sustain itself? Those are good. . .

August 24, 2022

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For many, retirement seems like a far-off goal. But it’s never too early to start planning. A solid retirement plan involves knowing how much money you’ll need to support your. . .

August 24, 2022

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As the cost of living continues to rise, people are increasingly looking for ways to reduce their taxable income. According to a recent survey, nearly 60% of Americans say they. . .

August 22, 2022

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Probably the biggest fallacy in retirement planning (and one being constantly perpetuated by innumerable retirement pundits and online “calculator” apps) is that you need X number of dollars in order. . .

August 22, 2022

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There are a number of different choices you can make when setting up your income annuity. These choices will determine how much money you receive each month, how much you. . .
August 19, 2022

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“Annuities aren’t suitable for everyone.  But those looking for guaranteed lifetime income without market risk might want to consider them.”- Jeff Kennedy Annuities are the only financial vehicle that gives. . .

August 19, 2022

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1 in 3 Can Barely Afford Medical Care My favorite market is people who are generally overlooked by brokers, people that don’t have investment counselors, and people with a lower. . .

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