Solveurpuzzles

With everyone wondering whether the economy is really strong or not, is this the right time to make your retirement income plan? With the Fed lowering its key interest rate, should you hold off until the rates are raised? Don’t wait another day to work on your retirement plan, give me a call and let’s talk!

What Happens to Your Retirement Plan Now That the Fed Lowered Interest Rates? As you design your retirement income plan, you might think that the Fed's cut in interest rates will force you to switch gears. But remember: Whether it's dividends, interest or annuity payments, don't try to time the market.

No two retirees are the same, so why should their plans be? With fixed-term annuities, you can tailor your retirement plan to suit your needs. Give me a call and let's discuss why fixed-term annuities are right for you! For more info, click the link in my bio and let’s talk

How do fixed term annuities fit within modern retirement planning? Attending the weekly bingo or walking on distant beaches in white linen shirts. The traditional views of retirement are far from the modern reality. Today, no two retirements are the same.

https://youtu.be/Z7AxC9NNcZA

Dr Rodney Mogen explaining the SECURE Act is part of the omnibus 1.4 trillion spending bill that will be signed into law at the end of 2019. There some great advantages to it, but also some challenges. Watch this video to learn more about the SECURE Act.

Explaining the SECURE ACT 2019 The SECURE Act is part of the omnibus 1.4 trillion spending bill that will be signed into law at the end of 2019. There some great advantages to it, but also...

“The insurance company makes all the money and I don’t.”
“I don’t have access to my money.”
“There are too many hidden fees.”

Are these some of the questions and doubts you have about bringing annuities into your portfolio? This article answers those questions, and if there are more you have, give me a call or shoot me an email and let’s meet!

7 Misconceptions About Annuities And The Truth Over the years, annuities have been misunderstood. Read here to discover seven common misconceptions!