by Tom Neeser | Feb 9, 2024 | Blog, financial planning, Investing
Haven’t you worked hard to get where you are in your financial life? Don’t you want to retire with certainty and security, without worry? Did you know that you can insure your retirement just like you insure your home, life, health, and car against...
by Tom Neeser | Aug 30, 2023 | ANNUITIES, Blog
People are living longer, which means the length of their retirement is longer, too. Many people may face the fact that they will outlive their savings and be caught short. Creating a strategy that provides you with the income you can count on is becoming...
by Tom Neeser | Sep 27, 2022 | Blog, Investing, Lifestyle planning, Personal Finance
If the market’s ups and downs are making you nervous, you must ask yourself -how much risk am I willing to take with my retirement dollars? When you are thinking about retirement – the last thing you want to worry about is having enough money, but that is...
by Tom Neeser | Aug 3, 2022 | Blog, financial planning, Lifestyle planning
What is and how does it work? A 1035 exchange refers to the IRS tax code that allows for a tax-free transfer of an insurance product like life insurance or an annuity contract for another without a tax consequence. The advantage to you is this – you don’t...
by Tom Neeser | Jul 21, 2020 | financial planning, Lifestyle planning, Retirement Alternatives
401(k)s haven’t always been around. It all started when Congress passed the Revenue Act of 1978, which include a provision in the tax code – section 401(k) that allowed taxpayers a break on deferred income. The code basically went unused...
