Broker Check


Monday, May 2, 2022

A look at some surprise expenses in retirement that may come your way -- and how you can prepare for them.

Friday, April 29, 2022

Retirement may not affect your credit scores directly, but how you manage your finances during retirement can impact your credit and borrowing power.

Wednesday, April 27, 2022

Relying on a will to pass along your wealth after you die may not be enough to prevent confusion and confrontations between your heirs. Instead, a well-considered estate plan can employ several additional strategies to clarify your intentio

Saturday, April 23, 2022

The Social Security program has had a deficit every year since 2010 and by 2033, the program is projected to become insolvent.

Friday, April 22, 2022

Get a guaranteed interest rate with this tax-deferred investment strategy. Multi-year Guaranteed Annuities (MYGAs) are fixed annuities that promise a set rate of return for a period of years. When the time is up, you can either cash in the

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Thursday, April 21, 2022

“By focusing on low and middle-income earners, Joe Biden hopes to stimulate a pandemic-ravaged economy. The impact could be significant for higher net worth individuals and corporations.”

Tuesday, April 19, 2022

Indexed annuities, sometimes called fixed indexed annuities or equity-indexed annuities, aren’t direct investments in the market; they are insurance contracts that guarantee a minimum return on your principal for a certain period of time,

Monday, April 18, 2022

Annuities offer tax sheltered growth which can result in significant long-term returns for you if you contribute to the annuity for a long period and wait to withdraw funds until retirement.

Friday, April 15, 2022

Life insurance can be a key part of a well-structured estate plan, an important business strategy, and a wealth-building tool. When was the last time you reviewed your life insurance coverage?

Wednesday, April 13, 2022

A desire to preserve cash savings and turn that money into lifetime income is a primary reason some people decide to purchase annuity products. “Laddering” can help these products work even more efficiently.

Monday, April 11, 2022

Seek the guidance of a fiduciary. You can lessen your anxiety about money by partnering with a financial fiduciary. A fiduciary is someone who is obligated to seek out and recommend only those solutions which best fit your needs and goals.

Saturday, April 9, 2022

“However attractive floating bond funds appear, investors must be diligent to weigh the risks, research the holdings inside the fund, and consult their financial advisory team to ensure alignment with their overall financial goals.”

Saturday, April 9, 2022

Tax increases are bound to occur over the next few years as federal, state, and local governments scramble to make up shortfalls created during the COVID-19 pandemic.

Tuesday, April 5, 2022

Don’t let hype and misinformation keep you from discovering the many positive aspects of having annuities in your retirement portfolio. An annuity gives you certain tax advantages, can help you create lifetime income, protect your principle

Monday, April 4, 2022

It’s great if you want (or need) to retire before age 59½, just be aware of the potential tax consequences.

Sunday, April 3, 2022

Choosing the right financial advisor should never be undertaken lightly. Finding an advisor committed to only doing what’s best for you is a challenging task that is crucial to retirement success. FeeOnly or FeeBased financial professional

Saturday, April 2, 2022

Verifying your personal and earnings information with the Social Security Administration will help ensure that your future Social Security income is calculated correctly.

Friday, April 1, 2022

“When the time comes to spend down your retirement assets, there’s no “magic formula.” However, common sense and flexibility, along with diligence, will go a long way toward helping you achieve your goals.” Jerry Yu

Thursday, March 24, 2022

It’s crucial for anyone concerned about running out of money in retirement to sit down with a qualified retirement income specialist and do the math to see if adding an annuity makes sense in their situation.

Thursday, March 17, 2022

“People who want to live longer may not have counted the costs of doing so. There’s a lot to consider if you want to live long and be well.” 

Wednesday, June 5, 2019

Ancient Chinese merchants are said to have developed a unique way to manage their risk. They would divide their shipments among several different vessels. That way, if one ship were to sink or be attacked by pirates, the rest stood a...