financial

If You Turned 70 during 2018, You Should Read This

Happy belated birthday, and congratulations on now needing to understand required minimum distributions (RMDs) from your annuities! Annuities are a great way to supplement your social security or pension plans. Not only do they accumulate cash tax-deferred, but they also offer you guaranteed payments for life. When the markets are volatile, it is nice to know that your annuity is protecting [...]

By |April 10th, 2019|Categories: Blog|Tags: |Comments Off on If You Turned 70 during 2018, You Should Read This

Tame Your Tax Situation with a Fixed Annuity

Perhaps you are saving for retirement, or maybe you have already hit your goal for retirement savings. Either way, if you are a conservative investor who wants to build assets for the future and don’t sleep well when the markets look more like a roller coaster than a merry-go-round, a fixed annuity may be a good fit. There are not a [...]

By |March 12th, 2019|Categories: Blog|Tags: |Comments Off on Tame Your Tax Situation with a Fixed Annuity

P. S. I Love You …

While it was extremely hard to lose my uncle Buddy, of whom I was very fond, his memory will live on forever in my mind. I will also remember all the care and thought my mother put into preparing for Buddy’s end-of-life celebration. He was an accomplished trumpet player who served as a band member for the Shriners for many years. [...]

By |February 10th, 2019|Categories: Blog|Tags: |Comments Off on P. S. I Love You …
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