December 5, 2016
Chess game strategy

Top 10 Retirement Challenges Facing the 21st-Century Investor

Retirement planning requires a robust strategy and familiarity with the challenges facing 21st-century investors. The following list is important to understanding what will confront us going forward […]
November 18, 2016

Finding Balance in Your Retirement Savings Plan

If you are participating in 401k, 403b, IRA and similar qualified and non-qualified retirement savings accounts, putting all your retirement savings into stocks/equities can be very […]
October 5, 2016

Superb Endorsement of the Fixed Annuity for Income Guarantees

From Nobel Prize recipient Robert C. Merton “401(k)s face ‘crisis,’ says Nobelist Merton”  By Anne Tergesen Since the dark days of 2008, employers have taken some […]
September 1, 2016

Money: Master the Game by Bob Rodriguez

The article below is an excerpt of an interview Robert Rodriguez held with ThinkAdvisor. I pulled some highlights of their conversation. Read the full article here. […]
August 15, 2016

Troubling Stock Market Indicators

Record low borrowing costs and the soaring stock market have encouraged traders to aggressively use margin to finance their stock purchases, which is exactly what occurred […]
July 11, 2016

Multi-Point Features Checklist of the Index Annuity

The ability to receive guaranteed income for life. The ability to provide for survivor income continuation. The ability for your entire account value to bypass probate […]
June 20, 2016

Running Out of Gas In Retirement

Running out of gas while driving late at night pales in comparison to running out of money while in retirement! Yet, that is likely to happen […]