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Annuities Are Not For The Short Term

June 1, 2018

An annuity isn’t a mutual fund that you buy today and sell tomorrow. Nor is it a certificate of deposit, ready to be used at maturity. When you buy a tax-deferred annuity, you are making a 15 to 25-year commitment at minimum. That’s because you could have chosen to buy those same mutual funds outside…

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Avoid These Top Five Tax Filing Mistakes

May 23, 2018

With tax season in our rear-view mirror, let’s take a moment and review the top ten tax filing mistakes from this past filing period, so you can avoid the same traps in 2019. Since most Americans prepare their own taxes, with a high percentage of using an online tax service, these mistakes continue to be…

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