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3 key financial lessons I learned from playing golf
I took up (Read More)golf about five years ago, and I have been surprised by the many lessons I’ve learned. Foremost, I never dreamed I could find time to play, or would even enjoy the game if I did play.
Three Stages of Retirement: A How to Guide to Plan for Them
Retirement isn’t one (Read More) of those things you can plan for once and forget about. Because it’s easy to live 20-plus years out of the workforce, your needs are going to change from one stage of retirement to the next.
Are annuities doomed in 2017?
One of my (read more) most memorable years in the annuity business was 2008. So much was happening: the ‘Dateline Debacle,’ SEC’s proposed rule 151A, the market’s collapse. It was a challenging year! Many are predicting that 2017 will be just as challenging. The Department of Labor’s (DOL’s) proposed fiduciary rule alone threatens to weaken […]