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A Shield for Your Retirement and Assets

Articles We believe that the best defense is a good offense, and with that in mind, we are providing a variety of articles for your review. These articles contain tax and planning techniques that should be reviewed by your personal tax adviser to determine if they are appropriate for your particular situation and comply with local law. Be sure to confer with a qualified individual for your tax and estate planning needs. Annuities Annuities and Charity: Does it Make Sense for You? Annuities and Charity: Does it Make Sense for You? Annuities Vs CDs Both have guaranteed rate of returns, both issued by large financial institutions ... See all 21 articles Estate Planning 10 Estate Planning Success Tips Keep your will or trust up to date. FDIC Insurance Protects depositors against the loss if an FDIC-insured entity fails. See all 6 articles Insurance Life Insurance Plans and Options: The Basics Various forms of term plans and traditional life policies as well as combinations Avoid Mistakes Buying Life Insurance Mistakes to avoid when buying life insurance. See all 5 articles Investing Corporate Bonds Debt instruments issued by business’s to provide liquidity Guaranteed Fixed Annuities: Promises Made, Promises Kept Fixed Annuities have guarantees that can never be broken. See all 8 articles Retirement Planning Are You 70 Years Old? Do You Own An IRA? Discover ways to manage your IRA once you reach age seventy. Hedge Funds. Information. Pros and cons. Make sure you understand the level of risk involved in the fund's investment strategies. See all 5 articles Reverse Mortgage Tips To Lower the Property Taxes on Your Home Lower Property Taxes What Is A Reverse Mortgage? Access the equity in your home and receive a lump sum, a tax-free monthly income, or a credit line See all 2 articles Complete this form to get the FREE BOOKLET: This FREE non-biased information and suitability consult by phone is designed to show you exactly how annuities work and how to judge for yourself the benefits and the pitfalls. ANNUITIES are not right for everyone. Don't let ANYONE tell you differently. Be Informed! First Name:   Last Name:   Address:   City:   State:   Zip:   Email:   Phone: Investment Money Available:  select... 0 to 100,000 100,000 to 500,000 500,000 to 1,000,000 Over 1,000,000 Household Income:  select... 0 to 100,000 100,000 to 500,000 500,000 to 1,000,000 Over 1,000,000 Comments:

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