5 Questions to Ask *Before* You Buy an Annuity
Buying an annuity should not be the worst experience of your life. Some financial advisors represent them to be the greatest thing since sliced bread.
September 28, 2026
Buying an annuity should not be the worst experience of your life. Some financial advisors represent them to be the greatest thing since sliced bread.
See if this situation sounds familiar… I recently had a call from an individual who had left his job, and he needed to roll over
A warning from Treasury Secretary Scott Bessent offered a useful lesson about bond markets. Government officials may influence prices, but they cannot dictate them. For
A 401(a) and a 401(k) sound like variations of one plan. In practice the employer controls a 401(a) almost entirely, including whether you get a choice at all.
A SIMPLE IRA is cheaper and easier to run. A 401(k) lets everyone save far more. The right answer depends on headcount, budget, and how much the owner wants to contribute.
Same plan, same limit, same match. The only real difference is when you pay the tax — and that single choice compounds for decades.
Most founders will tell you the same thing about their retirement plan: “My business IS my retirement plan.” On paper, it makes sense. Your blood,
FIRE—Financial Independence, Retire Early—isn’t magic. It’s arithmetic: a high savings rate, a 25x nest egg, and the 4% rule. Here’s the real math and what it takes to make it work.
If you have been following the news lately, you know that Washington is once again engaged in a high-stakes debate about Social Security. Despite Congress’
Wondering if you’re on track for retirement? These age-based savings benchmarks—expressed as multiples of your salary—give you a quick gut check and a target to aim for.
Due makes it easier to retire on your terms. We give you a realistic view on exactly where you’re at financially so when you retire you know how much money you’ll get each month. Get started today.
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