Retirement Tax Obligations and Strategies for Minimizing Taxes on Retirement Income
December 21, 2022
Retirement is a time of life to look forward to, but understanding the associated tax obligations ...
Are Precious Metals A Good Way To Diversify Your Retirement Portfolio?
June 16, 2022
“The key to having great diversification in your portfolio lies in finding assets that are not ...
What’s An “Inflation-Protected” Annuity And Should You Have One?
April 27, 2022
"Inflation causes your savings and fixed income assets to lose purchasing power as time passes and ...
What A Fully Digital Dollar Might Mean To Your Financial Future
March 9, 2022
"Digital money is already here, and it's prolific. According to the Harvard Business Review, over 97% ...
Eight Of The Most Tax-Friendly States For Retirees
December 8, 2021
"If you're considering moving when you retire, have you considered the potential tax issues?" Eric Coons ...
What Is A "Glide Path" Formula, And What Should You Know?
October 14, 2021
It's more or less a given that the asset allocation of a person's retirement portfolio should ...
Could Passively Investing In Real Estate Help You Enjoy A Better Retirement?
August 5, 2021
"For certain people within 7-10 years of retirement, adding real estate to create passive income makes ...
What Is A Short-Selling Squeeze
July 4, 2021
"Depending on to whom you listen, the recent GameStop "short squeeze" affair will have little to ...
Does The Calculation "120 Minus Your Age" Make Sense Anymore?
June 11, 2021
"For years, pre-retirees have been told to follow a "120 minus your age" investing formula. But, ...
What Is An "NFT" And Why You Should Care
May 6, 2021
"Rapid development of blockchain technology is leading to some interesting new concepts, including the idea of ...
What You Need To Know About Cryptocurrency Before You Invest A Single CENT
April 21, 2021
"Investing in Bitcoin or other alt-coins can be highly speculative, volatile, and risky. It's important to ...
Should You Use Alternative Investments To Increase Your Portfolio's Diversity And Resilience?
February 23, 2021
2020 was a year notable for a series of disruptive economic events, dramatic shifts in the ...
Six Qualities Of Highly Effective Advisors
January 6, 2021
"Building an expert team to guide you through the often bewildering and frustrating financial landscape is ...
Do Your Job
May 4, 2020
Over my last 18 years of placing nearly $170 million of Fixed & Fixed Indexed Annuities ...
The Misconception Of Annuity Liquidity And Income Riders
August 8, 2019
One of the biggest concerns my prospective clients have when researching annuities is accessibility. As ...
Avoiding Probate With a Living Trust
April 7, 2019
A Living Trust may help reduce your probate expense liability Living Trusts vs. Wills Unlike wills, ...
10 Solid Reasons To Consider An Annuity For Your Retirement Foundation
November 11, 2022
Need a reason to add an annuity to your retirement portfolio? Here are 10. Annuities aren’t ...
10,000 Baby Boomers Retire Each Day
January 30, 2021
10,000 new baby boomers retire each day. Think about it: Many people don’t get defined ...
6 Annuity Misconceptions You Need To Know
January 30, 2019
Here are 6 Annuity Misconceptions You Should Know About When it comes to Your Money and ...
7 Financial Tips to Help you Enjoy Life and Reduce Stress
April 6, 2019
Use these tips to reduce stress 1. Get serious about your retirement: If your employer matches ...
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