Debunking Annuity Myths
Debunking Annuity Myths Don't overlook the benefits that annuities provide during your retirement planning years. Yes, some myths make them appear to be a lousy choice, but there are reasons to [...]
Investor Sentiment is Shifting
Investor Sentiment is Shifting A recent survey shows that 63% of investors are more interested in protecting their financial assets and planning for uncertainty in the future than anything else.1 That [...]
2021 Estate Tax Exemption
2021 Estate Tax Exemption Every year the federal government decides how much of your estate isn't subject to taxes when you die. This year, thanks to inflation, the 2021 estate tax [...]
Understanding The Basics of Bonds
The Basics of Bonds Many people begin investing with stocks. Although most investors understand the need for diversification, bonds can be confusing. In case you’re interested in bonds, but don’t know [...]
I am an Independent Investment Advisor (IAR)
I am an Independent Investment Advisor (IAR) I am an Independent Investment Advisor. What does that mean? Have you ever wondered what the benefits are? What difference might a relationship with [...]
Social Security Statements Online
Social Security Statements Online The Social Security Administration moved statements online in 2011 as a cost-savings measure. Unfortunately, few people signed up. As a result, hard-copy statements began going out again [...]
Save For Retirement With An HSA
Save for Retirement With an HSA Most people are familiar with the 401k and IRA being used as a retirement savings vehicle. And most people have heard of a health savings [...]
Roth vs. Traditional IRA
To answer the question of Roth vs. Traditional IRA, they chose to “bite the tax bullet” now and enjoy tax-free withdrawals. It's the same for retirees who converted a traditional account to a Roth. (Their heirs will also inherit the tax-free accounts.) Let's take a look at the Roth vs. Traditional IRA.
Build Your Diversified Income Plan
Having a strategy to generate income you can’t outlive can give you peace of mind. To help defend your future against inflation, market ups and downs, unexpected expenses, and longevity, I encourage you to build a diversified income plan.
Don’t Fly Blind
For that reason, don't fly blind whenever unexpected weather comes your way! If any of these eight events ever happen in life, don’t make the mistake of proceeding without a plan.
