Articles

October 4, 2019

/ Presented By

/ Edited By

I frequently ask clients during our first conversation, “what is the average return of the market?” Usually, without fail, they answer, “7% – 8%.” My next question is, “when has. . .

September 30, 2019

/ Presented By

/ Edited By

Let me share something with you that’s been bothering me for many years. I’ve been working in the financial services and insurance industry for 50 years, but this experience I. . .

September 26, 2019

/ Presented By

/ Edited By

In 1994, William Bengen published an article in the Journal of Financial Planning. He aimed to present his research from the Monte-Carlo Simulations he created and what an acceptable withdraw. . .

September 24, 2019

/ Presented By

/ Edited By

When the Social Security Administration announced that for 2016, 2017, 2018, there would be NO “cost of living adjustment” (COLA) to retirement payments, many considered inflation was under control. The. . .

September 24, 2019

/ Presented By

/ Edited By

As the man arose, he walked into the kitchen, and as per his usual routine, he glanced at the clock, it was 2:40 AM, earlier than normal by about 3. . .

September 10, 2019

/ Presented By

/ Edited By

There was a time in the not-so-distant past when the “theory of decreasing responsibility” was a viable way of determining how to plan one’s retirement. This theory, which formed the. . .

September 5, 2019

/ Presented By

/ Edited By

If you own bank accounts and want to reduce your exposure to probate with these assets the “payable on death” (POD) option may help you. This option offers an easy. . .
August 30, 2019

/ Presented By

/ Edited By

Annuities and Asset Protection: What you need to know! Joe Richmond (not his real name) followed every bit of advice his financial planner gave him. He paid himself first and. . .

August 29, 2019

/ Presented By

/ Edited By

Most of our Veterans and their widows are unaware of all the benefits that are available to them through the Veterans Administration. Nearly two million Veterans or their widows are. . .

August 19, 2019

/ Presented By

/ Edited By

If your Required Minimum Distribution is not managed properly you may be exposed to additional tax liability. Determined by the fair market value of qualified retirement accounts, a Required Minimum. . .

View The Best Annuity Rates Available Now

Annuities are a safe and reliable investment. They can transform your savings into a more predictable income. Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life.

Our unique system of “Pooled and Shared” articles by our authors, our outside contributors, and writing assistants provides efficiency, enhanced collaboration, and greater topic accessibility. This allows for a better utilization of content and productivity while delivering meaningful content to our readers.

Content in our posted articles is deemed to be accurate but topics, facts and laws can change. It is always a good idea to verify facts before making decisions. Always seek authorized and professional advice regarding financial decisions which includes investing, annuity purchases, tax planning, changes in a financial portfolio and retirement planning.

Protect Your Retirement

Our 20th edition of The Safe Money Guide, the standard of the industry.

Guaranteed Income
For Life

Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life.

Recent Posts