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Through the years, I’ve helped many people plan for retirement. By necessity, many of the conversations revolve around money. How much are your necessary expenses? What are your sources of. . .

April 15, 2020

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Has the pandemic made you long for safety? Why annuities are a perfect choice during and after COVID-19. “Most investors consider the consistent rise in share price as a proxy. . .

As we enter new and dangerous waters, there are many new questions and concerns we’ll need to re-visit. Not only is our health at-risk daily, but so is our livelihood.. . .

Can you time the stock market? Over the years, many systems and many experts have tried to do just that. Some have succeeded, but mostly only for a short period. . .

March 12, 2020

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“The truth is that even our politicians do not understand the exponential infection rate of COVID-19. For example, Hubei province went from 44 confirmed cases on January 23 to 4,903. . .

March 11, 2020

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US Treasuries are considered the safest investment in the world. The yield on US Treasuries over the past few months has created great concern over exactly where to deposit money. . .

February 13, 2020

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The number one reason that people purchase an annuity in the first place is income protection, protection from living too long. Think of it as an insurance to protect you. . .
February 12, 2020

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How safe is your fixed indexed annuity? Should you trust a fixed indexed annuity with your important retirement funds? What happens if an insurance company were to fail? These and. . .
February 11, 2020

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Could the Millennial Generation’s retirement create the most significant financial drain in taxpayer history? Everyone knows or has heard of the Millennial generation. As of 2019, the Millennial generation surpassed. . .

February 11, 2020

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Buying a US Treasury EE Bond can be a great idea if you want your funds held long term and have no need for the funds prior to their 20. . .

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