retirement

A syndicated columnist each year writes about how he allows young trick-or-treaters to choose from two treats. One treat is a small piece...

Fixed Indexed Annuities guarantee that you cannot lose money due to market performance. That quality makes them an option for your...

Two retirees recently told me that they are waiting for 8% before they move their nest egg out of the bank. They both mentioned articles...

Right now, may be one of the roughest times that retirees will have to deal with for a long time. The effects of inflation and market...

Imagine you have a Roth IRA, a 401(k) at work and a brokerage account. A fairly typical situation these days. You are 65-years old and...

Beef Amazon Prime Gasoline Haircut Electricity Let me start the list of pain in the wallet. You go next. Who is asking you for more money...

Inflation runs faster than Social Security increases can keep up.

Tomorrow is election day across Ohio. Government again wants more of your money. Let's increase your real estate taxes. Let's increase...

I know it's asking a lot. Sharing a stranger's idea with one of the most powerful people in American politics. But, it's a good idea. An...

The statement is for an annuity. The question came from someone who called into our office. Think about what they were asking. Someone...

But not until we get to enjoy a (hopefully) wonderful Fall. Tomorrow sometime we will move from Summer to Fall and mark a day with...

Think this question over- Does your financial advisor really listen to what you say and does he still today have new ideas to improve...

For having almost 40-years in financial services, it humbles me to admit I have no idea what cryptocurrencies are really about. Bits on a...

I only ask because no one else seems to be taking the possibility seriously. Maybe they are all correct and that buying the dips makes...

A little over two years ago we filled up my wife's SUV and paid 69-cents a gallon. Almost 20-gallons for a little over $13. Well, ok, we...

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...

With a new President comes new ideas. Whole bunch of ideas being thrown around within the new administration. Ideas like increasing the...

You may have heard of "Income Buckets" before. This proven strategy to generate retirement income often uses three buckets of money- each...

Do you include an annuity or two as a part of your retirement savings? Annuities are a common part of many retirement accounts because...

This is the 25th anniversary of the introduction of a safe money retirement option, the Index Annuity. Here we will look at the...