Working & Saving
A simple, visual illustration that maps out your financial assets and cash flows.
I am licensed as an independent investment advisor. However, I am a researcher at heart and I take nothing for granted. Anything less can compromise financial security and peace of mind.
- October 2021AAII 2021 Annuity Presentation
I was honored to speak alongside some industry heavyweights at AAII's 2021 virtual conference. My topic was Using Income Annuities Continue Reading
- May 2021Bond Ladders & Income Annuities: Restoring the Sanctity of Fixed Income
I spent some time on Google, but could not ascertain the origins of the term fixed income. Presumably, it was Continue Reading
- August 2020Optimizing Fixed Annuity Tax Deferral
DISCLAIMER: This article discusses topics at the nexus of investments, annuities, and taxes. This article does not provide and should Continue Reading