Ken Nuss

Dec 19, 2019
As 2019 wraps up and 2020 approaches, it’s a great time to make sure your savings and investments are aligned with your goals and not creating unnecessary taxes. Here are some key steps.

Nov 15, 2019
Take care to set up beneficiaries correctly

Oct 15, 2019
Women on average earn less than men, and that translates into lower savings and smaller Social Security checks.  The National Institute on Retirement Security found that the average income of women 65 and older was 25% lower than that of men.

Sep 20, 2019
Cashing in an annuity usually produces taxable income. Additionally, if you surrender your annuity before the contract term is up, there’s a surrender charge.

Aug 19, 2019
Holding an annuity provides stability in a retirement portfolio….making it unnecessary to hold bonds, or hold the same amount in bonds.

Jul 15, 2019
It’s appropriate that The Rolling Stones current US tour is being sponsored by the Alliance for Lifetime Income, which provides consumer education about annuities. One of the Stones’ earliest hits was "Time Is on My Side."

Jun 17, 2019
Can you earn 8 percent on a fixed annuity, guaranteed? Online ads often make this promise.

May 29, 2019
It’s tempting to overinvest in stocks today, but everyone needs some safe ballast. For part of your safe-money portion, fixed annuities offer guarantees, higher rates and tax deferral.

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