Watch this video on YouTube Recently, a life insurance agent wrote me about my railings against the SECURE Act now allowing annuities in 401(k) plans. He politely—and accurately—noted my “unfavorable opinion towards annuities (and by extension insurance sales...
Watch this video on YouTube Several weeks ago I wrote about the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which will reform various aspects of US retirement laws. The Act was passed by the House in May and is currently stalled in the Senate....
Watch this video on YouTube My first at bat in Little League baseball didn’t go well. I was hit in the head with an errant pitch. Every at bat thereafter, I would close my eyes and flinch when the ball came whizzing by. Needless to say, my baseball career was...
Watch this video on YouTube A reader recently forwarded me an email that began, “Who died before they collected Social Security?” It asked how many people only collected a small portion of what they paid into Social Security because they, or a spouse, died...
Watch this video on YouTube Annuities are popular investments; almost every new client I see has one. Part of any investment adviser’s due diligence is to understand the history and intentions of the investments in a portfolio. When I ask why someone purchased an...
