Oct 30, 2022

For at least the past 10 years, maybe a little longer, pretty much everyone has ignored all types of fixed and income annuities. It's not that they were bad, they do exactly as promised and always have. But with interest rates near 0%, they just weren't attractive.

But things have changed and now we're seeing outcomes...

Oct 23, 2022

Could some combination of life insurance contracts make for a happier retirement? Yes, we believe that to be 100% true and we're more sure of it now than at any time over our career(s). 

Today's episode explores a couple of real-life scenarios (with names changed to protect the innocent) where we see people struggling...

Oct 16, 2022

With the Fed's ongoing battle with inflation, we're now seeing interest rates that haven't existed in a few decades. Many of us can't remember a time in our adult lives when the cost of money was so high.

Not surprisingly this is forcing some changed behavior when it comes to borrowing money. We started the year with...

Oct 2, 2022

Inflation is all around us and everyone is failing the pinch of higher prices at the gas pump, grocery store, and soon-to-be winter heating bills. None of this is helped by the broad market declines over the past 12 months. 

If you own stocks and bonds, you're probably wondering about that supposed inverse relationship...