Today, we're going to look at how to use annuities in place of life insurance.

In today's episode, we're going to be looking at a case study that I've recently

Misconceptions about discretionary liquidity in retirement funds is a topic that, while crucial, often goes

Another major retirement planning mistake that requires a shift in perspective is actually a two-parter:

Another major retirement mistake I see is a lack of awareness of the "Sequence of

When I ask my clients what kind of returns they have received since they’ve been

In this week's episode, we're going to talk about the second biggest mistake, which is

Reading Time: 7 minutes One big mistake in retirement planning is not giving your money

I hate selling. I know that's a strong statement to make, especially in an industry

As I've mentioned many times, a majority of people I speak with have been presented

When it comes to retirement planning, getting a second opinion on annuities can make a

A question I often hear is, "What annuities do you have?" It sounds straightforward, but

The Fiduciary Standard: Origins and RequirementsQuestioning the Fiduciary LabelEnsuring the Best Financial DecisionsThe Reality of