Six Recent Saturday Morning Blog Posts...

  • Are Annuities a Tax Trap?

    Are Annuities a Tax Trap?

    Never buy an annuity – it is a tax trap or so the negative articles say! When I hear the words never, always, and every my radar for unfair bias goes way up. The annuity industry accounts for trillions of retirement dollars.  One would have to seriously doubt that all of this money comes from brainwashed zombie annuity owners that are […]Read More »
  • Why Should Anyone Rely on an Annuity?

    Why Should Anyone Rely on an Annuity?

    By protecting your income foundation with an annuity or annuities — and we include Social Security and/or a pension as non-commercial lifetime income annuities – you have established an income floor you cannot fall below for the remainder of your life. This floor is protected no matter what the economic circumstances. By creating this income […]Read More »
  • Hillary or Trump? Will Your Retirement be Safe?

    Hillary or Trump? Will Your Retirement be Safe?

    A cardinal rule of etiquette we all have heard and usually with some degree of sarcasm is “never talk about religion or politics”. We all know how these subjects can be highly contentious and typically result in heated arguments or hurt feelings instead of a meeting of the minds. So, it is with some trepidation […]Read More »
  • How Can Annuities Reduce the Cost of Retirement?

    How Can Annuities Reduce the Cost of Retirement?

    Would you rather get something on sale or pay the full retail price? Silly question, right? Nobody wants to pay more than they have to, if given the choice. What if you could reduce your overall cost of what you needed to retire by purchasing an annuity? I know it sounds like something an annuity salesman would say, but […]Read More »
  • Is One Million in Annuities or Securities Enough to Retire On?

    Is One Million in Annuities or Securities Enough to Retire On?

    If I had a million dollars, I’d be rich… but, would I be rich enough to retire for 30 plus years and never work another day in my life and not have to worry about running out of money? The four percent rule was a great baseline for financial planners and it was used for […]Read More »
  • MarketFree™ Annuities – Why Advisors Love Them or Hate Them

    MarketFree™ Annuities – Why Advisors Love Them or Hate Them

    “Why can’t we all just get along?” We never thought we would be quoting Rodney King in relationship to MarketFree® annuities; but when it comes to annuities, it seems everyone ends up in one camp or the other – love or hate! Investment broker types typically hate MarketFree®  annuities but love variable annuities#. Insurance agents on the other […]Read More »

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