Jun 5, 2023

Americans are living longer and there’s always the fear of running out of money in retirement.  But one way to safeguard against that is an annuity, which offers a guaranteed income stream for life.  So how do annuities “befriend” the so-called enemies of retirement? 

May 22, 2023

What crazy thing would Americans do to have a tax-free future?  A new survey (by WalletHub) asked that question and found one in ten would clean prison toilets for three years in exchange for never paying taxes again!  Well, we all know taxes (and the IRS) aren’t going away.  It’s just a matter of controlling how...

May 8, 2023

It’s happening everywhere:  They take out 4-way traffic stops and put in roundabouts.  One man in PA said they cause tornadoes! WHAT?! Talk about misinformation! 

Having the wrong information when it comes to planning for retirement can be a HUGE deal breaker. Education is KEY. Hear how Kevin educates his clients and...

Apr 24, 2023

You will likely enter retirement having saved in a number of different places.  An article in Smart Asset says if you want to be smart with taxes you should pull the money out in this order:  Tax-deferred accounts (IRAs and 401ks), then taxable accounts, then Roth accounts.  Hear if Kevin agrees with this strategy and...

Apr 10, 2023

Hear Kevin explain why he works so hard  why he is so passionate about helping YOU prepare for retirement! 

The government estimates someone turning 65 today faces a 70% chance of needing some type of long-term care services in their remaining years.  Buying long-term care insurance late in life is expensive.  Is there...