New research from us in the Journal of Wealth Management. Low interest rate environment impacts claiming decisions.

By |2020-02-10T10:47:29-06:00February 10th, 2020|Categories: Uncategorized|Tags: |

New important research from us – Today I received my Journal of Wealth Management. You can see the article abstract attached below. I’m impressed as it is the prettiest journal, wrapped in plastic, and printed on thick paper. Most importantly, I think it is the premier journal in financial services. The editor is Jean Brunel who [...]

New research shows SS is the cheapest annuity you can buy, and we agree!

By |2020-02-10T10:47:29-06:00February 10th, 2020|Categories: Uncategorized|Tags: |

Quoted in the news today – new research is out on Social Security. The take away is that it “pays” to create a smart strategy…sound familiar. The twist is that the authors use different terminology and relate Social Security to an “annuity.” Yes, it is like an annuity…but, a cheap one. The point of the article [...]