Recent Posts
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Your Retirement Goals
A reader wrote in this week. Like so many, it seems this person has a hard time knowing where to start, and this is unfortunately a very common issue we run into every day. But not to fear! A few simple questions can get you on the right track
Yes, I read your annuity report. [...]
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How The Rich Play The Market- New WSJ Article
A new article in the Wall Street Journal caught my eye. “How The Rich Play The Market” is a fresh reminder that human nature is just that- human.
The ‘Rich’ don’t necessarily have any secrets, better will, stronger nerve, or more skills. In fact, even the ‘Super Rich’ suffer from the same impulses and trading [...]
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How Annuities Mitigate Inflation Risk
Inflation is the gradual erosion of the purchasing power of your dollar. Inflation has averaged about 3.3% per year from the start of the US Government data set in 1910 to today- this includes the galloping years in the 1970’s. Check out the Government’s own Inflation Calculator HERE:
Now, I’ll be clear, an annuity [...]
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Top 5 Facts About Annuities And Taxes
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Why SMA’s Are Hard To Beat
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Annuity Benefits
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Want a Guaranteed Loser? Try TIPS
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Should Retirement Age Be 70?
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Visitor Feedback
"I did get the “Variable Annuities With Guaranteed Lifetime Withdrawal Benefit. Get the Facts before you Invest”. It is a fantastic report, very well written and much easier to understand than any similar report I’ve seen. Job well done. Thanks." Jim K.
Thank for your adroit analysis of annuities. Finally, a decision making tool that is designed for those who are trying to make prudent financial decisions regarding retirement. Ron P. DeFuniak Springs, Fl
Subject: Brilliant Article, Bryan Thank you for your clear headed analysis of the GLWB. I was just informed about this route to consider... and I just came circling back to what the underlying foundation was, and if it seemed to good to be true (as you pointed out) and if the upside was very good. I'm just beginning this process of investigation and really appreciate your candid, honest and informed article Karen, Ezine Articles Comment
Subject: The Annuity Report:
BRIAN, I READ IT IN IT'S ENTIRETY, IT IS GREAT, I AM SO GLAD TO HAVE THIS REPORT, THANK YOU EVER SO MUCH. HOWEVER, I HAVE SAVED IT IN FILE TO READ AGAIN. IT'S LIKE READING THE BIBLE FOR THE FIRST TIME, YOU MUST READ IT OVER AND OVER. Paul D. Houston, TXSubject: Retirement Analysis:
In a word, your advice and profile looks... "SOLID" to me and in sync with my current situation and long-term goals. I am excited to find someone with your background whom I feel is giving me the straight scoop (for MY benefit) Don S. Dallas, TX