Articles


I am currently a weekly RetireMentor contributor for MarketWatch.com, which is part of the Wall Street Journal.  I also write for MoneyShow.com and other national sites as well.  Below is a current listing of articles in PDF format.  My article archive is updated on a weekly basis, and you can join in on my Blog if you have any specific questions.

What’s the best annuity right now – MarketWatch 5.21.13

Do hedge funds belong in the annuity business – MarketWatch 5.14.13

Annuity stop-loss strategies – MarketWatch 5.7.13

Annuityville horror stories – MarketWatch 4.30.13

Stack your retirement income – MarketWatch 4.23.13

Annuities are the new tax target – MarketWatch 4.16.13

Finding lost money is real; billions unclaimed – MarketWatch 4.9.2013

Deflating the hype about hybrid annuities – MarketWatch 4.2.13

Do rich people buy annuities – MarketWatch 3.26.13

March Annuity Madness Bracket winners – MarketWatch 3.19.13

Create a pension for kids and grandkids – MarketWatch 3.12.13

It’s time to fix the annuity industry – MarketWatch 3.5.13

Annuity benefits_ Real money or Monopoly money_ – MarketWatch 2.26.13

Annuity arbitrage, anyone_ – MarketWatch 2.19.13

Warren Buffett turns his eye to annuities – MarketWatch 2.12.13

Guess what_ Your wife loves annuities – MarketWatch 2.5.13

Busting annuity myths_ The pros & cons – MarketWatch 1.29.13

Is Washington Endorsing Annuities – MarketWatch 1.22.13

Behind the Indexed Annuity Curtain – MarketWatch 1.15.13

Annuity Greed Trumps Common Sense – MarketWatch 1.8.13

How safe is your annuity carrier – MarketWatch 1.2.13

Will the Taxman Attack Annuities – MoneyShow.com 12.27.12

Annuities to Survive The Mayan Apocalypse – MarketWatch 12.18.12

Annuity Pitches to Avoid – MarketWatch 12.11.12

Give the Gift of Lifetime Income – MarketWatch 12.24.12

Taxing the retirement rich – MarketWatch 12.10.12

Baby Boomers Need Annuity Simplicity – MarketWatch 12.04.12

Why are hedge funds buying annuities – MarketWatch 11.28.12

How annuities can benefit your charity – MarketWatch 11.21.12

How to Evaluate an Annuity Agent – MoneyShow.com –  11.21.12

Annuities Can Solve the Retirement Crisis – MoneyShow.com - 8.7.12

Annuities a Slam Dunk for NBA Players  – MoneyShow.com - 8.1.12

The Ultimate Gift_ Lifetime Income – MoneyShow.com –  7.17.12

Longevity Insurance for Future Income – MoneyShow.com - 7.3.12

Inflation-Proof Your Income Stream – MoneyShow.com –  7.2.12

Contractual vs. Hypothetical Income – MoneyShow.com –  6.21.12

Do You Need An Income Intervention  – MoneyShow.com – 6.14.12

Income Strategies When Rates Are Low – MoneyShow.com –  6.5.12

Lifetime Income Laddering – MoneyShow.com –  5.29.12

How Annuities Can Work Within Your IRA – MoneyShow.com –  5.18.12

Portfolio Income Guarantees (P.I.G.)  – MoneyShow.com – 5.3.12

Transform Your Old Annuity into Income – MoneyShow.com –  4.24.12

Don’t Let Your Income Die Before You Do  – MoneyShow.com – 4.19.12

Beware “Bad Chicken Dinner” Seminars – MoneyShow.com –  4.5.12

Too Young for an Annuity_ Think Again! – MoneyShow.com – 3.27.12

Is Your Annuity Safe – MoneyShow.com –  3.20.12

Is the Party Over for Variable Annuities – MoneyShow.com –  3.15.12

Combating Inflation with Annuities  – MoneyShow.com – 3.6.12

The Politics of Annuities – MoneyShow.com –  2.24.12

Simpler Is Better with SPIAs – MoneyShow.com - 2.16.12

Use Annuities for Health-Care Costs – MoneyShow.com –  2.7.12

The Truth About Annuity Income Riders – MoneyShow.com –  1.16.12

Maximize Your Retirement Income Now – MoneyShow.com –  1.15.12

‘Transfer Your Risk’ with Annuities – MoneyShow.com – 1.4.12

Need an Annuity_ Take the PILL Test – MoneyShow.com –  11.28.11