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The Relationship Between Variable Annuities And The Market 27 Jun 2012 | 12:54 am

You probably believe that Variable Annuities have some strengths. Well, I would be lying if I didn’t agree. BUT (yes, there is a “but”), any benefit that you can receive from a Variable Annuity can be...

Four Retirement Realities and How to Prepare For Them…Unlock a Fresh Perspective 19 Jun 2012 | 02:43 am

The topic of annuities has become extremely prevalent in the retirement income market “primarily because of the importance of a guaranteed* income stream to at least help meet basic expenses, which ca...

Personal Survival In An Unstable Economy- The Comparison That Might Save Your (financial) Life 19 Jun 2012 | 02:37 am

Much like a superhero swoops in to save the girl from the villain and bring her back to safety, I would like to believe I am swooping in to save you from committing financial errors and bringing you a...

Buy No Annuity-Until You Hear What The Pros Know 6 May 2012 | 02:02 am

A lot of kids move back home after graduating college, as you may have experienced for yourself… more than once! Some of these parents make their child pay rent. Some parents put this money away and r...

Again I hear… ‘I Almost Lost Everything by Following This Rule’ 28 Jan 2012 | 01:55 am

You might have heard that the 4 Percent Rule, otherwise known as the Prudent Man’s Rule, is a safe way of determining your withdrawal rate from stock market accounts during retirement. Well, this may ...

How to Choose the Right Advisor for You 15 Dec 2011 | 11:43 pm

In addition to self education, one of the key steps you can take to ensure you’re on the right track towards retirement is to find the right financial advisor for your needs. But how do you know if yo...

The Relationship Between Variable Annuities And The Market 11 Nov 2011 | 01:36 am

I wouldn’t be honest if I told you that I think a VA is a good way to help you receive guaranteed* income in retirement, because it may not be, and I’m not the only one with this opinion. When Suze O...

The Annuity Puzzle 28 Oct 2011 | 08:04 am

IMAGINE a set of 65-year-old identical twins who plan to retire this summer after long careers. We’ll call them Dave and Ron. They have worked for different employers and have accumulated retirement b...

The TRUTH about Variable Annuities! 28 Oct 2011 | 07:57 am

Has anyone ever tried to advise you to buy a Variable Annuity and given you false information about such annuities? Are you interested in growth and preservation? Well, the truth of the matter is it t...

Variable Annuities 6 Oct 2011 | 11:18 am

Why I don’t recommend them..Two BIG Reasons Retirees Should AVOID Variable Annuities: There are two big reasons retirees should avoid Variable Annuities, (we don’t let our firm sell or recommend them...

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