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Financial Education

The #1 Foolproof Method For Lifetime Income, And Why You Need It

The never ending complexity of financial products and financial advice is confusing. When it comes to pre-retirement and retirement, the goals you need to meet become crystal clear. You need to have money to live on in order to maintain your lifestyle, then you need to make sure you have enough money over your lifetime.…

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Understanding Average vs. Compounding Portfolio Effects in Retirement

Most people consider investment returns as a benchmark for judging the performance of their portfolio. This may be especially true for retirees and pre-retirees who likely have been invested in the market for some time. That experience might have been through brokerage mutual fund investments, brokerage accounts, or even retirement savings plans such as 401(k)s…

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What is a 1035 Exchange?

Do you have a current annuity or cash value insurance policy that is under performing or is not meeting your needs? Did you buy it years ago when life policies had no living benefits or annuities were limited to low fixed interest earnings? If you are on the lookout for a new policy, a 1035…

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Holly Hanes