Lady in her 50s or 60s holding a sign saying Happy Retirement
Stay Ahead: Key Tips to Dodge Retirement Planning Mistakes

Discover essential tips to avoid common retirement pitfalls and ensure a secure, stress-free retirement. Learn strategies for financial planning, healthcare,…

annuity myths debunked
Annuity Myths Debunked! Read the facts here

Annuities have often been shrouded in myths and misconceptions. It is essential to dispel these misunderstandings and gain a clear…

Know Your Retirement Risks Graphic for blog on 7 Retirement Risks to conisder in your planning
7 Retirement Risks To Consider In Your Retirement Planning

Retirement planning has two phases: the accumulation phase and the decumulation phase. Accumulation phase.

International Best Seller Status: Women, Money and Energy of Life

On this Easter Sunday, I’m excited to share the news that we hit #1 International Bestseller status for our book,…

Learn the three year tax strategy to plan for the increase in taxes in 2026 and how it can make or break your retirement.
The 3 Year Tax Planning Strategy To Protect Yourself From Rising Taxes

Learn the three year tax strategy to plan for the increase in taxes in 2026 and how it can make…

how do we make money when the market is bad
How Do We Make Money When The Market Is Bad?

How do we make money when the market is down? I was talking to someone about index annuity and he…

annuities guarantee retirement income for life
Annuities Guarantee Your Retirement Income For Life

Why do modern retirees need guaranteed income for life and the role of annuities play in retirement planning.

tax changes in 2022
Tax Changes in 2022

Taxes are due to change in 2022. Know what they are so you can plan ahead. Learn how you can…