Are Annuities a Viable Retirement Solution?

A basket of golden eggs

As more Baby Boomers close in on their ultimate retirement date, the dilemma of how to offer them choices for cashing out their retirement accounts becomes a pressing issue. I’ve seen many employers design their plans to pay out a lump sum only – leaving the retiree to figure out how to structure their income… [Read More]

Sound Bites Hurt Us—and You


Tim Jost wrote in his recent POLITICO blog that “Congress seems poised to throw out one of the most popular and effective provisions of the Affordable Care Act. . .to protect the income of a special interest group [insurance brokers].” The bill he’s referring to, HR1206, cosponsored by a majority of Democrats and Republicans in Congress, would… [Read More]