June 2020

Annuity

2020-11-20T00:35:57+00:00

By: Cliff Marshall Annuities There are many different ways to think about retirement, and your dreams may not appear on anyone’s bucket list but your own. No matter how you envision retirement, having the freedom to live life your way will depend, at least in part, on having a secure source of reliable income. Annuities are one of the few sources of retirement income that can guarantee income for life. Fixed Annuities: These are fixed interest investments issued by insurance companies. They pay guaranteed rates of interest, typically higher than bank CDs, and you [...]

Annuity2020-11-20T00:35:57+00:00

Lincoln MoneyGuard III

2021-07-13T03:27:29+00:00

Lincoln MoneyGuard III Review If you're interested in an Hybrid Asset Based Long Term Care Policy, for 2021 we currently recommend NationWide CareMatters II or Securian SecureCare. Both are Cash Indemnity Plans, which pay you a monthly cash stipend that you can spend as you see fit. You can use this money on home healthcare, building a ramp into your home, or even paying a relative to take care of you. For a Joint (Spouse) Policy, One America Asset Care has a great product. You can also use qualified funds (IRA, Pension, etc.) to fund this policy. [...]

Lincoln MoneyGuard III2021-07-13T03:27:29+00:00
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