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December 7, 2021

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“If you’re considering moving when you retire, have you considered the potential tax issues?” Eric Coons Many retirees choose to move after retiring, whether to be closer to kids and. . .

December 6, 2021

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The holidays are upon us, and you are likely getting ready to celebrate with friends and family. Whether planning to decorate your home or cook a fabulous meal for your. . .

December 4, 2021

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“Protecting your paycheck is a crucial consideration. Don’t underestimate the impact an income-disrupting injury or illness could have on your retirement plans.”- Gary Stewart Is your paycheck protected? An essential. . .

December 3, 2021

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Compound interest is a true miracle or a true disaster; it all depends Ben is an elderly man living independently, subsiding on a below poverty income. Ben and his siblings. . .

December 2, 2021

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Variable Annuities are my least favorite of the annuity types. They once served a purpose in the 1980s and 1990s when the stock market was thriving for a longer period. . .
November 17, 2021

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Let’s face it, if all the market did was go up, the need for annuities would not exist. The reality is the market goes down, sometimes drastically. The 90’s exposed. . .
November 16, 2021

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“It can be wonderful to grow old with your parents. However, you’ll need strategic planning to ensure that caring for aging relatives doesn’t drain your emotional and financial resources.” –Jeff. . .

November 16, 2021

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Here is a secret about insurance companies, a secret that puts everything in perspective. Insurance companies do not make decisions based on individuals; they make decisions based on a large. . .
November 15, 2021

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Selling bonds as an income is ok, but other options are much better and using them does not mean your account can be affected by increasing interest rates, actually the. . .
November 12, 2021

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A lot of the more savvy investors are realizing that foundational income retirement planning should be part of their overall portfolio.. . .

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