
This blog is intended to educate, enlighten, amuse and ( hopefully) persuade. It is not my intention to annoy, or insult or provoke the reader. However, in the current hyper-sensitive political and economic environment, I am pretty sure that some of my posts, or my guest bloggers’ posts, will rub readers the wrong way. My overall intention is to try to have the reader look at current economic and/or geopolitical things in the news in more depth, and think about the potential implications…
Recent Posts
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How Annuities Support Retirement Planning Strategies
Quick Summary: June’s National Annuity Awareness Month offers a timely opportunity to revisit how annuities fit into modern financial planning. For pre-retirees and retirees, especially those...Read more -
Guaranteed Insurability Rider Explained Clearly
Life insurance is often purchased at a single point in time, but personal finance needs rarely stay static. As careers progress, families grow, and financial obligations increase, the coverage that...Read more -
Mid-Year 401(k) Strategies to Re-Engage Employees
Quick Summary: Mid-year is an ideal time for employers to revisit their 401(k) strategy and reconnect employees with their retirement goals. By improving communication, simplifying access, and...Read more -
Return of Premium Rider Explained Clearly
Quick Summary: A return of premium (ROP) rider is an optional feature that can be added to certain term life insurance policies, allowing policyholders to receive eligible premiums back if they...Read more





