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Annuities Were Built for Times Like These

by | May 16, 2023 | Uncategorized | 0 Comments

  Annuity Gator November 10, 2022 What in the world is going on in the market? After a decade-long bull market, we now hear about things like… Supply chain disruptions Higher energy costs Higher food costs Inflation that still hasn’t peaked Something has changed...
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Make Over 15% Safely Using a Max-Funded IUL

by | May 16, 2023 | Guides, Uncategorized | 0 Comments

Jeff Woodard December 26, 2022 "With Income for Life (a.k.a Private Reserve Account, PRA), we put our money into a high-quality indexed universal life insurance policy from a solid company. And we set it up a specific way to supercharge the growing cash balance in...
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Save Like Dave Ramsey – Just Don’t Invest Like Him!

by | April 13, 2023 | Advice | 0 Comments

August 01, 2020 I often get the question about Mr. Ramsey...here are my candid thoughts... “Ramsey is the pro bono financial adviser to millions of Americans who otherwise could never afford one.”—Politico.com There’s a gap in financial advice. Financial advisors,...
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Annuities Were Built for Times Like These

by | May 16, 2023 | Uncategorized | 0 Comments

  Annuity Gator November 10, 2022 What in the world is going on in the market? After a decade-long bull market, we now hear about things like… Supply chain disruptions Higher energy costs Higher food costs Inflation that still hasn’t peaked Something has changed...
Read More

Make Over 15% Safely Using a Max-Funded IUL

by | May 16, 2023 | Guides, Uncategorized | 0 Comments

Jeff Woodard December 26, 2022 "With Income for Life (a.k.a Private Reserve Account, PRA), we put our money into a high-quality indexed universal life insurance policy from a solid company. And we set it up a specific way to supercharge the growing cash balance in...
Read More

Save Like Dave Ramsey – Just Don’t Invest Like Him!

by | April 13, 2023 | Advice | 0 Comments

August 01, 2020 I often get the question about Mr. Ramsey...here are my candid thoughts... “Ramsey is the pro bono financial adviser to millions of Americans who otherwise could never afford one.”—Politico.com There’s a gap in financial advice. Financial advisors,...
Read More

Demise of the 60/40 Portfolio

by | Apr 25, 2020

April 25, 2020 According to the Financial Times: “One of the basic rules of investment is coming unstuck, forcing some fund managers to rethink how they build their portfolios.” All to say the classic portfolio structure — 60% stocks and 40% bonds — might be a loser...

Qualified Plans: The Hidden Truth

by | Apr 20, 2020

For many people, the term 401k is synonymous with retirement preparation, and sometimes represents the full extent of their preparedness. Such accounts are often included as part of a benefits package provided by employers, and chances are if you have one, most of...

Retirement Calculators

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How to Plan for The Future No Matter How Old You Are

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