Dec 5, 2022

Sometimes a rocky economy is like a football game.  Market volatility, high inflation and the threat of recession can tackle even a good retirement plan and throw it for a huge loss.  So, is there a tool that can withstand these threats?

Then, a recent survey (by GOBanking Rates) shows that many Americans are in...

Nov 21, 2022

A website called TheBalance.com warns that a big mistake too many married couples make is they think about their retirement future based on “my money, your money.”  But if they look at the picture jointly, their money may last longer.  What problems have you seen couples encounter?  Do you insist on involving both...

Nov 7, 2022

What is an annuity? They provide a steady stream of guaranteed income in retirement.  Annuity advocate Sheryl Moore with WinkIntel.com recommends looking into annuities but be careful if you start to feel pressure. Hear Steve explain the different types of annuities, how to know if it's a fit for you and the red...

Oct 24, 2022

Inflation remains high, and things are still more expensive.  So, people need more guaranteed income in retirement because bonds aren’t getting it done.  That’s where annuities can help fill the need.  But many still hesitate.  Steve explains the benefits of an annuity and how he can help you achieve income for...

Oct 10, 2022

Airline staffing issues have led to a shortage of baggage handlers.  The result?  The number of unclaimed bags has soared.  After 90 days, much of this luggage heads to the Unclaimed Baggage Store in Scottsboro, Alabama. The same thing applies to ‘lost’ retirement funds.  People forget about 401(k)s and pensions...