If I make it, can I keep it?

by Craig Moser on July 24, 2020

In January of this year, market values were up and everything was great.  However, if you look again in March, values aren’t so great.  There are years that make us happy and then there are years with a huge amount […]

Continue Reading

Annuities 101

by Craig Moser on February 8, 2019

Working with people over the past 25 years, our main objective has been to grow assets for the future. When people begin to retire, the game changes. We worked to “buy low” and “sell high” while accumulating assets.  As you […]

Continue Reading

Getting Tax Efficient

by Craig Moser on November 30, 2018

I frequently see people losing money to taxes.  Usually it’s because they don’t consider (or understand) the impact different types of investments have on taxes.  The trade-off of getting tax efficient is accepting short-term costs for long-term benefits.  Below are […]

Continue Reading

Fixed Index Annuities (FIAs)

by Craig Moser on December 8, 2017

Fixed Index Annuities (FIAs) are a contract between you and an insurance company.  They may help you reach your long-term financial goals.  In exchange for your premium payment, the insurance company provides income.  Income begins immediately or at some time […]

Continue Reading

Ready to get MORE out of your retirement?

Kickstart your retirement plan by requesting our complimentary MORE toolkit today.
Here's what you'll get:

Customized Social Security Benefit Summary
to help maximize the payments you are entitled to

Financial Organizer
to summarize all aspects of your financial affairs

Portfolio Evaluation
showing how your investments have performed historically and the fees that you are paying

Show Buttons
Hide Buttons