Article Library
Should You Have Debt In Retirement?
Most financial planners urge their clients to eliminate as much debt as possible before they retire. While this is indeed a sensible approach to avoid having bad debt upend your retirement plans, life often has other plans.
Annuities and Asset Protection
Explore the options available in your state of residence
Women Focused Financial Planning
In reality women live longer than men, planning for that should require extra thinking
Retirement Shortfalls Create Stress
Why aren’t we saving as much as we should?
It’s Time to Review Your Life Insurance
Are you underinsured, or not insured at all?
Making Retirement Savings Last
Different ways to respond to the challenge.
Running Out of Money Before You Run Out Of Life
Don’t let your money die before you do
5 Things Every Baby Boomer Needs To Know About Annuities
Baby Boomers can benefit from these myths and truths.
Is Financial Planning Different Than Retirement Planning
What is the difference? Make sure you know.
There Is A New Sheriff In Town
There is a new standard for portfolio management: Fixed Indexed Annuities
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Your Guide to Hiring a Tax Planner
Do you have a professional tax advisor? It is an important decision.
Learn the secrets of investing in municipal bonds
Be cautious, sometimes bonds may not be what you think
Promises Made Promises Kept Cross Our Heart
Is this the perfect vehicle for retirement, many people say yes!
Money Management Mistakes To Avoid
Use caution when considering investment options
US Floating Notes
Ever consider the gorilla in the room?
When Considering a Variable Annuities Use Caution
Beware of the fees, expenses, and lack of guarantees when considering a variable annuity.
Annuities as an Investment Vehicle
Consider an annuity as part of your overall retirement planning
The Thrift Saving Plan (TSP)
Understanding Your Thrift Saving Plan gives you more options
The Golden Years Might Not Be So Golden
Planning is the difference when focusing on your Golden Years
The Great American Rip-Off
Don't listen to the sales hype, do your research and save on fees.
Social Security Retirement Benefits: Know Your Options
You need to understand your benefits and options.
Questions to ask yourself before choosing a Bank CD or annuity.
Investigating your safe money options can mean more yield!
Is Your Retirement Income A Guess Or A Guarantee
Is your retirement income based on guarantees or assumptions?
What Happens to your social security when you die?
Learn what happens to your Social Security when you die!
Safety Does Not Take A Holiday
Make sure your Christmas is safe and secure
The Dark Side of Compound Interest
Compound interest in reverse is dangerous
Time Value of Money
Is your future money as valuable as you think?
Annuity Questions?
Download the 2021 Annuity and Investment Report Now and learn more about annuity options that can help you achieve your retirement goals.
Safe Money Guide
Download our Safe Money Guide and learn more about safe retirement options that can help you achieve your retirement goals safely - FREE!
Life Insurance Guide
Learn more about the various life insurance options available to you that can help you achieve your goals.
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