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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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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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Bloomberg Raises Concerns: What Does It Mean for the US Economy & Your Future?
Do the issues raised by Bloomberg raise risks for current retirees?

Serious Money Ohio
Mar 24 min read
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The thrills are real and yet there is no fear.
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...

Serious Money Ohio
Mar 1, 20243 min read
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Getting older and how it impacts your IRA RMDs.
Two minute video explains how getting old impacts your IRA accounts.

Serious Money Ohio
Jul 11, 20231 min read
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Do you remember 1984?
In 1984 a medium sized life insurance company made a portfolio allocation "bet" that caused its trajectory to soar for the next 30-years....

Serious Money Ohio
Jun 23, 20231 min read
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