Success Stories
Success Story: How Sarah Unlocked $200K From Her Variable Annuity
Meet Sarah, a lively young grandmother who discovered she could keep her $2,700 monthly income while freeing up $200,000 for other dreams.
Retirement Income
More Bang for the Buck: Annuities vs Long-Term Care Insurance
When traditional long-term care insurance seems too expensive or hard to qualify for, annuities with care riders might be the alternative you need.
Retirement Income
Elections and the Stock Market: What Investors Need to Know
The stock market is like a rollercoaster designed by a mad scientist, and elections can make it go bonkers as investors try to guess what new policies will bring.
Lifestyle & Mindset
Downsizing for Seniors: Financial Benefits and Quality of Life
My wife Jacquie and I downsized six years ago to get rid of stairs and reduce our mortgage payment. Here's how it can benefit your retirement too.
Retirement Income
Financial Tip: Why Fixed Indexed Annuities Aren't the Bad Word You Think
OK, get ready. I'm about to say a bad word. Annuities. Well not really a bad word, but they've gotten a bad rap for all the wrong reasons.
Retirement Income
Buffered ETFs: Market Protection with Growth Potential
Buffered ETFs offer a way to participate in market gains while limiting downside risk, providing protection against losses while still allowing for growth.