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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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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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Keep your broker; I'll do your Retirement Income Planning as a stand-alone service.
I understand that you can't leave your current broker or financial advisor easily. They do have all your money, and it is "allocated"....

Serious Money Ohio
Aug 24, 20232 min read
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ESG Index comes to a Fixed Indexed Annuity!
Fixed Indexed Annuities guarantee that you cannot lose money due to market performance. That quality makes them an option for your...

Serious Money Ohio
Sep 13, 20222 min read
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You’ve lost more of your Nest Egg than you think.
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...

Serious Money Ohio
Aug 31, 20223 min read
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