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Blog1 post image Buying The Cheapest Annuity & Predictable Regret

February 21, 2025

Buying The Cheapest Annuity & Predictable Regret

Everybody worked hard to get to retirement. Some have been more blessed than others but the level of success depends heavily on inputs. One of the wealthiest clients I have was a garbage truck driver and I’ve seen several doctors and business executives who sure lived a classy life but don’t have the money to […]

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Blog1 post image Why Smart People Buy Annuities Even If They Don’t Need Them

February 14, 2025

Why Smart People Buy Annuities Even If They Don’t Need Them

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Blog1 post image Registered Index Linked Annuities (RILAs)

February 5, 2025

Registered Index Linked Annuities (RILAs)

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Blog1 post image How California Fires Affect Insurance Companies

January 31, 2025

How California Fires Affect Insurance Companies

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Blog1 post image Don't Fall For The

January 23, 2025

Don't Fall For The "Fiduciary Standard" Label

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Blog1 post image Annuity Companies To Avoid In 2025

January 17, 2025

Annuity Companies To Avoid In 2025

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Blog1 post image Will The Market Drop in 2025?

January 9, 2025

Will The Market Drop in 2025?

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Blog1 post image Who Certifies a CFP?

December 13, 2024

Who Certifies a CFP?

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Blog1 post image Will an Annuity Bonus pay for a Roth Conversion?

December 4, 2024

Will an Annuity Bonus pay for a Roth Conversion?

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Blog1 post image Annuity Commissions vs Investment Fees

November 20, 2024

Annuity Commissions vs Investment Fees

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Blog1 post image How Fees Affect Investment Performance

November 20, 2024

How Fees Affect Investment Performance

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Blog1 post image Fidelity's Annuity Push: Then vs Now

November 16, 2024

Fidelity's Annuity Push: Then vs Now

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Blog1 post image Year End Annuity Sales Pressure

November 8, 2024

Year End Annuity Sales Pressure

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