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Today's topic is, three years in or three years out when you're looking at fixed rates. My rule is, if it's three years or in, you're buying CDs and treasuries. If it's three years and out, you're buying Multi-Year Guarantee Annuities or Fixed Rate Annuities, the annuity industry version of a CD. >> READ MORE
The topic today is buying the annuity drink. Now, let me explain that. My mom is a great soul. My dad passed away five years ago, and she's pivoted living her life. She has her circle of friends and travels and has fun. >> READ MORE
Today's topic is a good one and one that will make you think. The title is The Scars of Scarcity: Fear of Running Out. Not fear of missing out, fear of running out. >> READ MORE
Today's topic is gap-filling strategies before Social Security. I get a lot of calls from people in their sixties who are thinking about waiting until age 70 to take their income from the best inflation annuity on the planet called Social Security. >> READ MORE
MYGAs and QLACs are both types of fixed annuities, but they have some key differences that make them suitable for different purposes. >> READ MORE
A Qualified Longevity Annuity Contract (QLAC) can be a valuable tool for retirees looking to secure their financial future. These annuities offer a unique set of benefits that can help ensure a stable retirement income. >> READ MORE
I'm excited about this topic because this is a good one. It's about Roth IRAs and why the government is starting to target Roth IRAs. >> READ MORE
Today we're talking about the best long-term investment strategies. I recently had a guest on my podcast called Fun With Annuities. >> READ MORE
I’m always honored when accomplished people call in for my opinion. Ben Mattlin contacted me to contribute to his article on Financial Advisor Magazine, “In Uncertain Times, Do Annuities Make Sense?” >> READ MORE
This week, I was featured as a guest on Jeff Ostroff’s “Looking Forward” podcast, which was posted on June 2nd. >> READ MORE
These days, guaranteed income is never a bad thing. On May 2, 2022, I was featured in Tribune Content Agency’s article titled The Savings Game: Guaranteeing Income in Uncertain Times. >> READ MORE
So pumped that Neal Templin contacted me to contribute to his Barron’s article, “Here are 3 Ways to Get Better Yields Than Bonds, With Some Measure of Safety,” which appeared on barrons.com on March 26, 2022. >> READ MORE
