AAII 2021 Annuity Presentation
I was honored to speak alongside some industry heavyweights at AAII’s 2021 virtual conference. My topic was Using Income Annuities in Retirement. Here is the (hour-long!) video: You can also watch directly on YouTube by clicking here: https://lnkd.in/ehxXxScQ You may also want to read my other articles on annuities and income: Bond Ladders & Income […]
Bond Ladders & Income Annuities: Restoring the Sanctity of Fixed Income
I spent some time on Google, but could not ascertain the origins of the term fixed income. Presumably, it was just a simple description given to investments where all of the related cash flows were dictated per contractual obligation. For example, this could be something as simple as a government bond that pays fixed coupons […]
Retirement Income Generation 101
Introduction to Retirement Income The stakes are high when it comes to retirement income. Unfortunately, salesmanship and conflicts of interest are rampant in the financial services industry. In most cases, the investment advice you receive will be a direct result of the type of financial professional you speak with (e.g., broker vs advisor vs insurance […]