Articles

April 29, 2022

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“Annuities were never designed to be 100% liquid. However, modern annuities are now created with features that make your cash significantly more accessible.”- Gary Stewart. Some consumers’ understandable objection to. . .

April 27, 2022

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“Annuities have a monopoly on lifetime income creation. They are the only financial tool that gives you an income stream you cannot outlive.” Steve Kerby Over 70% of Americans admit. . .

April 27, 2022

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“There’s a lot of talk about inflation these days, but what about its’ mirror image- deflation? Deflation could be what eventually unravels the world’s economies. Orlando McCall When consumer and. . .

April 27, 2022

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“Inflation causes your savings and fixed income assets to lose purchasing power as time passes and the cost of goods and services goes up. Inflation can alter your standard of. . .

April 5, 2022

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“You might be surprised to discover that much of what you hear about annuity products are either misleading or not true at all.”  Steve Kerby Annuities are risk transfer products. . .

April 5, 2022

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“If you are waiting for interest rate hikes before purchasing an annuity, you may want to reconsider.” Joe Edgeworth The Federal Reserve has begun declaring interest rate changes in the. . .

April 2, 2022

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I believe that the basis of all long term investing that concern funds for retirement should be in something safe and secure and free of risk. I also believe that. . .
April 1, 2022

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“Direct indexing isn’t exactly a new financial strategy. However, it has become increasingly popular lately due to declining trading costs.”- Gary Stewart. Any investment choices you make need to align. . .

March 28, 2022

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“Understanding and mitigating the risks that cause plan failures is critical if you want to maintain your lifestyle when you retire.” Joe Uppleger Seniors who want sustainable, inflation-protected income when. . .

March 17, 2022

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“As the economy sputters, more companies are nickel and diming their customers into the poor house. If you don’t want your pockets picked, you must be exceptionally vigilant and avoid. . .

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