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...

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.

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...

Have you heard about indexes that use algorithms or mathematical formulas to guide their asset allocation? No human money manager. A...

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...

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.

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...

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...

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...

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