Category Archives: Annuity

Buying an Annuity? Questions to Ask Your Advisor before Writing the Check

So you’ve arrived at the decision to purchase an annuity. And why not? Properly structured annuities can afford you a principal you can’t lose, a foundation of income you cannot outlive, and in most cases, an opportunity to reap investment … Continue reading

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Are Annuities a Key To Your Future?

With the future of pensions up in the air, Social Security on thin ice and 401(k) fees causing concern, more and more people are turning to other types of funds to lead them into retirement. One of their attractive options? … Continue reading

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Providing Additional Income For Long-Term Care

Over the past month, I have met with several families that made the tough decision to provide and pay for additional care for a loved one due to a degenerative disorder. It simply was no longer an option for them … Continue reading

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An Exclusion to Include when Planning for Income:

OK, so a lot of you have watched, read, or listened to some of my interviews recently on how to plan for income during retirement.  Well I wish I had more than a few minutes during these conversations to discuss … Continue reading

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