Blogs, Vlogs, & Webinars

Explore our blog, vlog, and webinar resources to discover actionable tips and strategies for optimizing your portfolio, reducing taxes, protecting assets, and securing your legacy. Our content covers essential topics like wealth management, estate planning, retirement strategies, and tax-saving techniques to help you make informed financial decisions and achieve your goals. We hope you use us as a regular resource for staying informed with the latest trends and expert advice to confidently navigate your financial future.

Blogs & Vlogs

Tax Planning to Protect Your Assets with Dr. Jeff Camarda

Why using joint titling as an estate plan is dangerous

Beware using joint titling as an estate “plan.” Joint accounts are quick and easy, but offer little planning finesse (if you die all goes to your spouse, but if they remarry and jointly title and then they die, your kids…

Annuities Questionable Sale Red Flags Checklist

Improper annuity advisor recommendation screen test If any of the following apply, you may want to deeply consider if an annuity was properly sold to you and you should get an outside second opinion (like by requesting our free Portfolio…

Annuity Rescue Tests and Strategies – Should You Avoid or Get Out of Annuities?

Annuity Interventions—Reasons and Gameplans As mentioned, sometimes annuities are perfectly appropriate, fairly priced, and important components of sound retirement strategies. All too often (and most of the time in my professional experience) annuities are improperly sold and poor choices for…

Should Annuities Be Part Of Your Retirement Income Plan?

Annuity income – not one size fits all As should be obvious by now, annuities should really only be considered as part of a retirement income plan and considered only in very specific circumstances. Those with sufficient assets or income…

Annuities for Lifetime Income and Longevity Planning

Converting your investments to a pension with annuities Annuities, like pensions and Social Security, offer the promise of lifetime income, something no other investment class can do. With stocks, bonds, real estate, and other alternatives, income that one cannot outlive…

Annuities & Taxes – Highest Tax Rates And Worst Treatment of Investment Choices?

Annuities are taxed kind of as a hybrid between “qualified” retirement plans and IRAs and regular taxable investments. Annuities in IRAs, 401ks and other qualified retirement plans For annuities inside such plans like IRAs, 401ks, TSA/403bs, etc., the IRA tax…

Annuities Guarantees, Costs, Fees, Charges and Commissions

Once upon a time, annuities were fairly simple products, on which the insurance company sought to make money on the interest rate spread between what it earned on bond-like investments, and the interest it paid out on life insurance contracts…

Variable Annuities – Full Markets Risk

Immediate vs. Deferred Annuities The first basic distinction among annuities contracts is between immediate vs. deferred. As we have seen in the preceding blog posts, all annuities are designed to be irrevocably converted into income at some point, by definition.…

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Blogs, Vlogs, & Webinars

Why using joint titling as an estate plan is dangerous

Annuities Questionable Sale Red Flags Checklist

Annuity Rescue Tests and Strategies – Should You Avoid or Get Out of Annuities?

Should Annuities Be Part Of Your Retirement Income Plan?

Annuities for Lifetime Income and Longevity Planning

Annuities & Taxes – Highest Tax Rates And Worst Treatment of Investment Choices?

Annuities Guarantees, Costs, Fees, Charges and Commissions

Variable Annuities – Full Markets Risk

CLICK TO SIGN UP FOR FREE WEBINARS:

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