Posts by Don Ross
How Safe is an Insurance Company?
An Inside Look at the Insurance Industry and the Regulations that Keep it in Check Answering the Question: How Safe is an Insurance Company? When you think about the car…
Read MorePolitics and the Market
Rest assured, investors have prospered in markets even during difficult political times. The average return of the S&P 500 Index is approximately 11% since the end of World War II,…
Read MoreThe Power of the Federal Reserve
Many of you know that our monetary system is run by an organization called the Federal Reserve… it has a unique ownership if you will in that it’s not an…
Read MoreHow Much Income Do You Need In Retirement?
Every individual is different when it comes to how much they’ll spend in retirement. The number is influenced by a variety of factors: lifestyle, age, health, earnings during their working…
Read MoreUnderstanding Fixed Index Annuities
A Guide to Understanding the Advantages and Costs of Fixed Index Annuities (FIAs) If you’ve started thinking about creating income for retirement, chances are you’ve heard about annuities. Annuities are…
Read MoreIncome Ideas for Retiring Early – Part 2
This is Part 2 of Income Ideas for Early Retirement. Did you miss part 1? Go to Income Ideas for Retiring Early – Part 1. Is your retirement income guaranteed?…
Read MoreIncome Ideas for Retiring Early – Part 1
Has the new world thanks to COVID 19 moved up your retirement date? Perhaps it’s time to exchange your paycheck for play checks and retire sooner. It may be time…
Read MoreA Note About Moving Forward
A note about moving forward… Our top priority will always be your safety and security. Whether it be in the office or at an outside venue, stringent cleaning and…
Read MoreCelebrating Military Appreciation Month
Since 1999, National Military Appreciation Month (NMAM) has been celebrated every May, honoring current and former members of the U.S. Armed Forces, including those who have died in the pursuit…
Read MoreGrowth vs Income Portfolio
Remember that there is a big difference between a growth portfolio and an income portfolio. As investors grow closer to retirement, they should begin transferring assets to more conservative holdings…
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