Some people don't seek financial guidance because they genuinely want it- they seek it to validate what they already believe. Are you open to expertise?

Yesterday I had the opportunity to listen in on two perspectives of how and why the first 100 days of the second Trump presidency have...

A Successful Retirement begins for Linda When Linda first called me, she was eager to understand her options. Retirement was approaching...

Index annuities, also known as fixed index annuities (FIAs), trace their origin back to the mid-1990s in the United States. These...

In the unpredictable world of investing, volatility in stock markets can cause considerable anxiety among investors. Market swings,...

With the Trump presidency likely favorable to income taxes reductions (or at least no increases) now is the time to DO MORE! Do more to...

The whole extended family was gathered at the Grandparent's home for Sunday dinner. Aunts and uncles, cousins and nieces and nephews were...

As the presidential election draws near—just ten days away—financial markets are poised for unpredictable changes fueled by uncertainty,...

It's been my experience that most retirements can't survive a catastrophic mistake. Periodically it makes sense to make sure your...

Stock markets are at all-time highs in the US. The Dow Jones Industrial Average trails the other major indexes, up only 18% in the past...

NOTE: This blog article is intended primarily for someone who already owns a Fixed Index Annuity. However, it will also be helpful for...

I understand that you can't leave your current broker or financial advisor easily. They do have all your money, and it is "allocated"....

Some people like numbers, calculating and figuring. Their brains are wired to look at choices that involve numbers well. These folks...

Two minute video explains how getting old impacts your IRA accounts.

In 1984 a medium sized life insurance company made a portfolio allocation "bet" that caused its trajectory to soar for the next 30-years....

For several years I have written about the hard times "savers" were facing. Anyone who wanted to set a dollar aside in a guaranteed...

We have been sitting down with retirees (and people close to retirement) since 1982. It is an honor to be allowed into their homes and...

Just like a few of the 60-70-years that preceded it, the first year of retirement can throw you for a loop. Sometimes the timing is just...

Do you remember the rest of this 1990's marketing slogan and what company made it famous? Of course, you do! This concise slogan ended in...

I'm not sure which came first when it comes to scrambled eggs and chicken sandwiches. But I know what HAS TO COME FIRST when you are...