
Article
June 10, 2021
Mastering Your Pension Plan
A pension plan is an annuity payment that guarantees a lifetime income stream. Now, it depends on your employer, how they work and how they've set things up, whether you can add your spouse or partner to that lifetime income stream. It all depends on who you're working for and who your employer was.

Article
June 7, 2021
Creating A Master Plan For Your Inherited Annuity
There are many misconceptions concerning Inherited Annuities. Make sure you’re informed enough to avoid making costly mistakes. Can you cash out an inherited annuity? If you're the beneficiary of an annuity owner, you have the opportunity with most policies, not all, to cash it out.

Article
May 31, 2021
Are You Keeping Up With The Average Retirement Income?
Don’t let life catch up to you too fast. Let us help you make sure your retirement savings plan is prepared so your income can be the way you want it, without any hidden surprises. What is the average income of the average retiree?

Article
May 9, 2021
Common Questions Answered about Inherited Annuities
First, not all inherited annuities are the same. If you inherit an annuity and you want to make a good decision, you could skip this article completely and just book a call with me and my team. And we will walk you through all of the choices that are available to you and give you some counsel on maybe which one you should choose based upon your specific situation

Article
April 26, 2021
Types of Annuities: What Are The Best?
What is the best type of annuity? That’s a good question. But in the annuity world, there are no perfect answers, just bad sales pitches. The best type of annuity is the one that provides the highest contractual guarantee for your specific situation and the exact goal you are trying to achieve. It’s really that simple.

Article
April 19, 2021
Retirement Annuity: Do You Need One?
Every single American citizen already owns the best inflation income annuity on the planet. Yes, even all those “annuity haters” have an annuity in their portfolio. It’s called Social Security. Depending on when you start the income stream, Social Security functions like a Single Premium Immediate Annuity (SPIA) or Deferred Income Annuity (DIA).

Article
April 15, 2021
Lifetime Income: How Does It Work?
When it comes to retirement planning and making sure that you have enough retirement income in place, most people are relying too much on their Social Security payments. For all of you “annuity haters” out there, Social Security is the best inflation annuity on the planet...and every American owns one.