annuities

Annuities That “Don’t Suck!”

Annuities That “Don’t Suck!”

If you watch TV, especially in the daytime, you might be familiar with Fisher Investments.  Ken Fisher built his empire by saying “never buy annuities.”  He has inferred that ALL annuities suck!  Ken was probably referring to variable annuities, which can have high annual fees.  Just like anything else, there are good products and bad products.  An independent advisor’s job…read more →

27 Oct, 2020
3 Reasons & Solutions to have multiple retirement accounts

3 Reasons & Solutions to have multiple retirement accounts

Many folks have employer-sponsored retirement accounts like a 401k or 403b which is a good thing.  In fact, 80% of large companies offer a qualified (pre-tax) plan some of whom will match your contributions.  That being said it’s wise to set up at least one other supplemental plan for yourself because; You will pay later for today’s tax break: You…read more →

17 Jan, 2017