Many consumers have concerns and questions about when and how to turn on their social security income.  Very few realize that there is a income calculator on the Social Security Administration’s website.  And best of all you input your information and it will personalize the income amount to your situation.  Here’s the link for this [...]

The U.S. Consumer Financial Protection Bureau is weighing whether it should take on a role in helping Americans manage the $19.4 trillion they have put into retirement savings, a move that would be the agency’s first foray into consumer investments.   The bureau’s core concern is that many Americans, notably those from the retiring Baby [...]

So is an indexed annuity a investment, also known as a “security”?  This has been a hot topic for quite some time as many of the insurance carriers and all of the insurance agents say it is simply a form of life insurance.  While many on the securities side (including some at FINRA and the [...]

January 25 is a significant day. It’s when you finally figure out the boss isn’t going to give you a Christmas bonus unless of course you are Lloyd Blankfein and work for Goldman Sachs. But rejoice market watchers,  celebrate 401-k rollover specialists , we bring you tidings of great joy in that with the market [...]