https://vimeo.com/737034942/62e7a7f3b5 The word annuity means a stream of payments. We’re familiar with this concept as it applies to traditional pensions. Unfortunately, there are fewer and fewer people eligible for a traditional pension. For investors planning for retirement, they may consider adding a fixed rate annuity to provide an income stream in addition to other investment […]

https://vimeo.com/737036436/4409d377c4 Do you feel you have taken the steps to ensure your financial future, having an IRA and/or a 401(k) account? Do the new tax laws throws a wrench into your plan, making the conversion to a Roth IRA seem beneficial? You may think the Roth IRA sounds like a viable option, but you have […]

https://vimeo.com/736341753/7c0bc1d519 If you are planning for your future, then you know that having enough money upon retirement is a top agenda item. It can be challenging to determine how much of your money you should put into an IRA vs. a Roth IRA vs. traditional investments vs. a 401(k) plan, especially if your place of […]

https://vimeo.com/736341740/c590c1d299 Imagine you’re in a mall with your spouse and you realize there was something you forgot in the car. You then suggest, “honey, wait right here so I can find you. I’ll be right back.” Your spouse waits where you agreed, but starts to smell smoke. Should they call you and tell you they’ve […]

https://vimeo.com/736341739/be264ed6fe When it comes to trusting someone with your hard-earned money, you want to know you’ve chosen a reliable, ethical financial agent who is acting in your best interests. In today’s uncertain economy, you need to feel confident that your family will be provided for in the future. Or, you’d like to look forward to […]