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Today's topic is called Annuity Paralysis by Interest Rate Analysis. Suddenly everybody seems to be an Interest Rate Analyst and knows what Mr. Powell's going to do and what Ms. Yellen's going to say. >> READ MORE
Today's topic is a weird one, a good one, a timely one, a needed one, and it is called Stop Living Your Life by the Tax Code. >> READ MORE
Today's topic is, do you have lifetime income insurance? I know what you're saying. "Stan, that's sappy. We know where you're headed with this. You're going to talk about." No, I'm going to start out by asking you some questions. >> READ MORE
Today's topic is “Can you actually cross the retirement finish line?” I'm running into this a lot right now. >> READ MORE
So let's talk about annuitization. What is that? Annuitization is the creation of payments. >> READ MORE
So how much tax do you pay on an annuity? The types of accounts you can have annuities in are a big determinant of how the taxation is calculated to last in, first out. >> READ MORE
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 and then hear a sales pitch on the scariness of the markets. That's an indexed annuity sales pitch you’re ready to swallow. >> READ MORE
Today's topic is annuity fees. What to look for, how to avoid them. Do you want to avoid them? So, are there any fees associated with initiating an annuity? >> 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
