Lost amid all the National “Fill in the Blank” Month celebrations recognized in June (my personal favorite just might be National Accordion Awareness Month), perhaps none hits closer to the pocketbook than the one created by the National Association for Fixed Annuities (NAFA): National Annuity Awareness Month. While all the stock market indexes continue their…
That’s the word on the street according to the author of “Rising Interest Rates Means Annuities Are Hot.” The article goes on to promote the current environment as an excellent time to consider dedicating a portion of one’s retirement portfolio toward annuities, especially if near retirement. Not discussed in the article but still relevant is…
Please, please, please, PLEASE understand the stock market is not without risk. The stock market has had a phenomenal run over the course of the past decade. Fortunes have been made, lost for a bit, then made again. If you’re among those who have benefited from this prolonged bull run, CONGRATULATIONS! You beat the house…
Two related AARP Bulletin articles may have bearing on your retirement plans. In short, companies are temping retirees with offers to pay their retirement benefits as a single, commuted lump sum instead of honoring their monthly pension obligations. If you or anyone you know works for an organization that even offers a pension anymore, it’s…
Remember the line in Platoon when Sgt. O’Neill (John C. McGinley) expresses his concerns about a pending military conflict with Staff Sgt. Barnes (Tom Berenger)? “Bob, I got a bad feeling on this one, all right? I mean, I got a bad feeling. I don’t think I’m gonna make it outta here! D’ya understand what…
September 11, 2019 – As volatile markets continue to spook some investors while inspiring others, we take pleasure in being able to constantly reassure our clients they make wise decisions and are in good company when they choose structured settlements and retirement income annuities. Safe. Steady. Secure. Strong. That’s what we’re all about. In addition,…
April 29, 2019 – Articles, commercials and opinions of those who trash annuities shouldn’t bother me as much they do. But seeing the general public constantly bombarded with misleading information on the issue, I can’t help wondering how many people are swayed by them to their detriment. And feeling angry about the disingenuous and self-serving…
September 24, 2018 – If you still believe that guy on the radio castigating you to hate annuities, it might be worth seeing what the top industry research association’s statistics reveal about 2018 YTD fixed indexed annuities (FIAs). Hint: They’re HOT! Through the first half of 2018, $32.1 billion worth of fixed indexed annuity purchases…
September 17, 2018 – The Los Angeles Angels have been officially eliminated from the 2018 postseason. Drat! The year started with such promise, too. Not only do we have a perennial MVP candidate in Mike Trout, but this year brought some new excitement when the Angels signed Japanese phenom Shohei Ohtani, a young player who…
August 25, 2018 – With college football upon us and the NFL’s 2018 season right around the corner, this is the perfect time to discuss fixed indexed annuities. Hunh? OK, so maybe I’m stretching a bit but as this year’s first kick-off approaches, it occurs to me there’s a perfect parallel between something that happens…