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The Three Questions Smart Annuity Buyers Ask Before They Sign an Application
Purchase the Right Annuity for You - Not the One You Are Being Sold Take the time to review options from several annuity providers. It is your money, after all. Savvy buyers approach annuity decisions with confidence and precision. Annuities can offer tax deferred growth and a dependable income stream for retirement, yet their complexities demand a clear understanding. Here are three pivotal questions that discerning annuity buyers ask before committing. 1. What type of annu

Serious Money Ohio
Jun 42 min read
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Don't use more money than you need to create the income you want.
Discover a conservative way to generate the retirement income you want - and free up dollars for additional liquidity.

Serious Money Ohio
Mar 302 min read
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Understanding Fixed and Fixed Indexed Annuities for a Secure Retirement
A happy couple walk along the Maumee River.

Serious Money Ohio
Mar 244 min read
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Are you out of proportion?
Last year was a good one for the "stock market". The major stock indexes all had double digit gains. Of course there were some stocks...

Serious Money Ohio
Jan 4, 20211 min read
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Use the strongest buckets in your Income Bucket Strategy
You may have heard of "Income Buckets" before. This proven strategy to generate retirement income often uses three buckets of money- each...

Serious Money Ohio
Nov 16, 20201 min read
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How to expertly evaluate any annuity.
Do you include an annuity or two as a part of your retirement savings? Annuities are a common part of many retirement accounts because...

Serious Money Ohio
Nov 6, 20202 min read
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