What is an Annuity?

Category: Retirement Planning
Created: Nov 21, 2024

If you didn't work for a school, police, fire or other government job where you would have received a traditional pension, you may be on your own.  An annuity is very much like a pension; except you own it and you manage it. It's okay...

Savings in a bank, CD's or Money Market? There's a better way.

Category: Retirement Planning
Created: Nov 22, 2024

If you have been saving money in a savings, CD's or a money market account; it may be time to review what other ways to save and in a tax-free way. Saving while paying taxes on that money is probably robbing from your interest due to the inflation...

Many Advisors Miss the Complete Assets!

Category: Retirement Planning
Created: Nov 21, 2024

I look at all assets to help determine and discuss with you the options that can make a true difference in your life and financial well being. Retirement is a problem for nearly everybody; worrying about not having enough to live on as you age. I ...

I Fear Having Having to Work Until I Die

Category: Retirement Planning
Created: Dec 6, 2024

Somehow I have failed, not taking care of myself. I have spent my money on helping my family and was never able ...


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