The Good, The Bad, and The Ugly of Annuities

01/18/2017Posted in Finance, Blogs, Newsletters, Annuities

Over the years, I have had clients contact me about an opportunity they have received for a fixed indexed annuity. These annuities are heavily marketed by mail, radio programs, and through free seminars at steak houses as the one-size-fits-all financial product for retirement income. There are important things to know about fixed indexed annuities before [...]

Guaranteed Retirement Income For Life

01/12/2015Posted in Morally Responsible Investing, Investing With Your Values, Christian Investing, Value Investing, Christianity, Biblical Wealth Management, Inheritance, Family Inheritance, Heritage Planning, Biblically Responsible Investing, Blogs, Finance, Wealth, Generation X, Generations, Baby Boomers, Wealth Management, Retirement, Investing

It is estimated by many sources, that for the last few years approximately 10,000 Baby Boomers are retiring daily in our country. This is expected to continue for at least the next ten years.

Fixed Indexed Annuities – The Good, the Bad, and the Ugly

08/04/2014Posted in Blogs, Finance, Wealth, Wealth Management, Biblical Wealth Management, Fixed Index Annuities

Over the years, and in increasing numbers, I have had clients contact me about an opportunity they have received for a fixed indexed annuity. These annuities are heavily marketed by mail, radio programs, and through free seminars at steak houses as the one-size-fits-all financial product for retirement income. I decided to share this article because […]

Fixed Index Annuity