Three Secrets About Commission-Free Annuities

Annuities tend to have a bad reputation; too expensive, too opaque, too cumbersome. For the better part of my 31 years advising clients that are approaching retirement or who are recently retired (or semi-retired), I have typically advised against annuities, sharing the concerns of the general public.  But recent inquiries from very smart people, followed [...]

By | 2019-01-31T12:42:24-05:00 January 31st, 2019|Annuities, Retirement|0 Comments

What are Fixed Indexed Annuities?

Introduction In the 31 years, I have been practicing retail financial services and retirement income planning, I have never been a big proponent of annuities, in general. My research found annuities to be too expensive and complex; too rigid and not tax efficient. But recently, when two of my wealthy, cautious investors expressed interest in [...]

By | 2018-08-09T12:48:07-04:00 August 9th, 2018|Annuities, Income, Investing|0 Comments