Buying An Annuity: 5 Critical Decision Tools

Any investor buying annuities must contend with a barrage of sales pitches, glossy brochures of happy couples walking on beaches, fearful Wall Street Journal articles about Ponzi Schemes and defrauded investors, and worst of all, ill informed friends, neighbors, and other Schmexperts who offer unsolicited and generally uninformed advice when you least expect- or want it. Read more

Annuity Interest Rates

Want to know why we think the Annuity Interest Rate is the most important component of an Annuity, after the Surrender Schedule?

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Bonus Rates

Want to know the ONLY time to consider a Bonus rate in an Annuity Decision? Read more

Case Study – Annuity A Vs Annuity B

Now that we have established the Ground Rules and discussed the Decision Tools for Annuity Analysis, let’s put those tools to good use and examine two annuity products that are popular in today’s market. Read more

Losing Money Safely

Certificates of Deposit or CDs are a great place to put money, right?  Well, the answer depends on if you are the bank or the customer. Read more