• Estate Planning: Annuities After Death

    A year after my father passes, my mother turned ninety and the details of finances became harder for her to manage, so it became my responsibility. While I am adept at taxes and personal finances, when it...

    • January 8, 2017
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  • Managing Risk with Fixed Index Annuities

    Over the past decade, the financial market has experienced extreme swings and with such volatility, Americans are rethinking traditional retirement income and investment sources. Despite conditions today being relatively stable, many investors are still wary of the...

    • January 1, 2017
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  • Reverse the Summer Slide and Catch-Up on Your Retirement Plans

    Are you saving enough to do the things you want to do when you retire? Every summer our children fall prey to the summer slide, losing vital skills as they put down their books for three months...

    • July 8, 2015
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  • Retirement or Lifetime Income Streams with Variable and Indexed Annuities

    Have you maxed out your annual retirement contributions to your 401k, IRA, or other tax-deferred investment accounts? Are you looking for another tax-deferred investment vehicle? Well, a variable and indexed annuity might help you increase your contributions...

    • October 13, 2014
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  • Protect & Prolong Your Retirement

    The global market recovery is limping along, however, near-zero interest rates have plagued bond returns and potential growth in retirement income. Current retirees and baby boomers looking to make a final push for extra savings don’t have...

    • August 12, 2013
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  • The Life Insurance Retirement Plan (LIRP)

    A life insurance policy can be designed as a long-term growth for retirement income when your have the time to save for retirement, have maxed out your individual pension contributions on qualified plans or just want some...

    • March 1, 2013
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  • Low Interest Rates & Fixed Rate Annuities

    Baby boomers without a pension offered by an employer will need a retirement savings plan and annuities are a safe and secure way to save retirement income and stay ahead of inflation – making sure your retirement...

    • February 21, 2013
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