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Will your retirement money last as long as you do?

If you worry that your money won't last your entire retirement, you're not alone. As of 2017, the average 65‑year‑old man can expect to live

College Funding: Four Ways to Save for College

IUL vs 529 Plans | 1. Don’t Do Anything Strangely, this is a form of savings. Here’s why: If you don’t save....

Could Pension Maximization Work for You?

If you are among the rare few with a retirement pension, congratulations! You have a benefit that is becoming increasingly rare.

What If I'm Not 59 and 1/2 Years Old?

The sky is falling! ......Okay maybe not, but the Coronavirus is looking like the sort of unexpected, black swan event that scrambles all...

401(k) vs. IUL

In the last decade, we had two major market crashes. Understandably, many working professionals worry about the long-term safety of their ..

Ever Wonder Why "They Hate" Annuities

It's simple..... Annuities are NOT for Investors.  Annuities are for Savers. Comparing annuities to stocks and mutual funds, is like compari

Retirement Planning Options for Small Business Owners

As a small business owner or an entrepreneur, you are used to taking the lead. But there is one frontier you may still need to master… the

Beware Medicare Doesn't Cover Everything

Many retirees get an unpleasant surprise after turning 65 and signing up Medicare. It doesn't provide complete coverage of health care costs

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