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Today's topic is a good one, it's personal, and it's come up a few times in part of the conversation with some people I've been working with. The topic is hiring an advisor that grew up poor. >> READ MORE
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 Fixed Index Annuities, pros, and cons. I'm telling you, anytime the market's gyrating a little bit, and now that COVID is lifted a little bit, you're starting to get those invitations in the mail to go to the local, very nice, high-end restaurant to have the steak dinner or chicken dinner or whatever you decide to order. >> READ MORE
I swear, I laugh out loud sometimes reading the negative articles on QLACs or the comments on QLAC or supposed financial experts that destroy QLACs, and they're comparing them to investments, and it's hilarious. >> READ MORE
One of the biggest risks retirees face is outliving their savings. With people living longer than ever, there is a growing concern about whether retirement savings will last for the entirety of one's retirement. >> 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
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
