Retirement Planning

More than a few wealth management clients have asked questions about variable annuities, so I thought it would be good to post some information about them. 1. Today’s variable annuities are not your father’s annuities. Older types of annuities gave you a guaranteed income in exchange for a lump sum of money. You literally bought […]

Successful investing is largely about having a good plan and then giving the markets time to play out. Focus: Your investment plan will evolve from one of growing your asset base to one of producing income for you – income for life. Plan: This kind of reliable income stream is something you will need to […]