Home / Tag: annuities

Tag Archives: annuities

Who’s gonna pay for the ‘free’ lunch

free lunch

The saying “there’s no such thing as a free lunch” has been attributed to many people over the years. Someone must produce and someone must pay for what we consume. There has ...

Read More »

Nearly 1/3 of investors 65+ sold stocks at the market bottom


Typically when you fail to plan, you are planning to fail. It’s best to have a plan before trouble comes, rather than make emotional decisions on the fly during times of duress ...

Read More »

The trouble with trillions


Recently, President Trump signed ‘phase 3.5’ of emergency interim coronavirus relief, which comes with nearly a half trillion dollar cost. All told the current running total is in the trillions, exceeding $4 ...

Read More »

Ways to avoid the new tax increase on retirement accounts

retirement accounts

Last month we discussed the SECURE Act and its projected $15.7 billion tax increase on beneficiaries of tax deferred retirement accounts (like 401(k)s, 403(bs), TSPs, IRAs, etc.). The only ones excluded from ...

Read More »

The 401(k) / IRA IQ Quiz: How safe is your retirement?


While we all love the season of giving, there is one place that many are likely giving far more than they should: the Internal Revenue Service. As we’ve pointed out in our ...

Read More »

The ‘7% guaranteed’ annuity myth

One of the most common things I see when someone comes into our office for the first time if they own or have been pitched an annuity is the belief that the ...

Read More »

Beneficiary mistakes can cost a fortune

Beneficiary designations are important in determining where certain assets of an estate will end up. Many think that a will or trust is what determines where everything goes. This is not necessarily ...

Read More »