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Author Archives for alexhouse

Sage Financial Partners Joins the Annuity123 Network of Retirement Income Advisors

March 4, 2013 8:03 am Published by Leave your thoughts

Annuity123 is honored to report that Mark MacDonald has joined its network of retirement income specialists for the benefit of consumers in Short Hills, NJ who are in need of obtaining personalized retirement income guidance.  Please see below for an overview of Mark MacDonald’s practice. Company Name: Sage Financial Partners Brief Business Description: It’s dawning on investors that planning for retirement AFTER age 50 is different from planning for retirement BEFORE age 50. After 50 the focus is no longer on accumulation. It’s about income....

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Todd D. Heckman CLU, ChFC, CFP®, AEP®, MSFS of the Life Resource Planners of the Treasure Coast Joins the Annuity123 Network of Retirement Income Advisors

March 3, 2013 9:30 pm Published by Leave your thoughts

Annuity123 is excited and honored to report that Todd Heckman CLU, CFP® has joined its network of retirement income counselors for the benefit of consumers in Vero Beach – Treasure Coast, FL who are in need of obtaining personalized retirement income guidance.  Please see below for an overview of Todd Heckman’s practice. Company Name:  Life Resource Planners of the Treasure Coast Brief Business Description: Life Resource Planners assists retirees in identifying various Financial Resources that they can utilize to meet their retirement lifestyle and Senior...

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Kevin N. Hedges, Managing Partner of Hedges Wealth Management LLC Joins the Annuity123 Network of Retirement Income Advisors

February 27, 2013 11:48 pm Published by Leave your thoughts

Annuity123 is excited and honored to report that Kevin N. Hedges has joined its network of retirement income counselors for the benefit of consumers in Charleston, Atlanta, Charlotte & Miami who are in need of obtaining personalized retirement income guidance.  Please see below for an overview of Hedges’ practice. Company Name:  Hedges Wealth Management LLC, Hedges Insurance Agency LLC Brief Business Description: Hedges Wealth Management LLC is a fee based Registered Investment Advisor (RIA) with clientele stretching throughout the South East in major cities such...

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How Life Insurance May Help You Escape The Death Tax

February 25, 2013 10:48 pm Published by Leave your thoughts

Written By: Cathy DeWitt Dunn | President of Annuity Watch USA A tired old cliché says the two things you can’t avoid in life are death and taxes. It may be uninspired and a little depressing but, unfortunately, it’s mostly true. Americans are taxed for just about everything. And, if you have been fortunate enough to accumulate some wealth over your lifetime, you are even taxed for dying…the ultimate double whammy of the seemingly unavoidable. Luckily, exposure to the “death tax” doesn’t have to be...

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Wayne Schwartz, RFC Joins the Annuity123 Network of Retirement Counselors

February 21, 2013 7:59 am Published by Leave your thoughts

Annuity123 is excited and honored to report that Wayne Schwartz has joined the Annuity123 network for the benefit of consumers in Austin, TX who reference this unique website for obtaining personalized retirement planning guidance.  Please see below for an overview of Wayne’s practice. Company Name: Capital Retirement Planning Group Brief Business Description: Thirty five years helping high net value individuals and business owners with their financial planning. The philosophy of the firm is: “Planning for retirement should be the goal of any investment plan. Paying...

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Scott Bird Joins the Annuity123 Network of Retirement Income Specialists

February 18, 2013 11:45 am Published by Leave your thoughts

Annuity123 is excited and honored to report that Scott Bird has joined its network of retirement income counselors for the benefit of those in Sun City, Sun City West, Surprise, Scottsdale, Peoria, Glendale, Chandler, Sun Lakes, Goodyear, and Avondale who are in need of obtaining personalized retirement planning guidance.  Please see below for an overview of Scott Bird’s practice. Company Name: Estate Preservation Advisors Brief Business Description: Scott E. Bird, Founder and President of Estate Preservation Advisors, is a Certified Retirement Income Management Specialist and...

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What Everybody Ought To Know About “Safe” Portfolio Withdrawal Rates

February 15, 2013 6:21 pm Published by Leave your thoughts

If you are fed up trying to figure out how much money you will be able to retire on, just sit down right now and read this critical material. Are these situations familiar to you? You keep your money in mutual funds, but you are really worried about losing money again You are faced with the issue of needing income to supplement your Social Security after you retire Are you grappling with having so many different decisions to make? MORNINGSTAR has recently completed a comprehensive...

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Mark A. Estes/Senior Benefit Insurance &Solutions, Inc. Joins the Annuity123 Network of Retirement Counselors

February 13, 2013 11:35 pm Published by Leave your thoughts

Annuity123 is excited and honored to report that Mark A. Estes has joined the Annuity123 network for the benefit of consumers in Louisville, KY, and surrounding areas who reference this unique website for obtaining personalized retirement planning guidance.  Please see below for an overview of Mark A. Estes’ practice. Company Name: Senior Benefit Insurance & Solutions, Inc. Brief Business Description: Retirement Income Advisor for 23 years, specializing in: Reducing taxable liability on retirement funds; Providing Safe, Guaranties and steady growth; Developing income replacement strategies for...

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Larry Lynch Joins the Annuity123 Network of Retirement Income Counselors

February 12, 2013 10:03 pm Published by Leave your thoughts

Annuity123 is excited and honored to report that Larry Lynch has joined its network of retirement income counselors for the benefit of consumers in both Florida and Maine who are in need of obtaining personalized retirement income guidance.  Please see below for an overview of Larry Lynch’s practice. Company Name: Pelican Group Financial Services LLC Brief Business Description: Our business is centered around the philosophy that your retirement should be centered around how you envision your retirement and what your goals are during retirement.  It...

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Marvin Hurwitz Joins the Annuity123 Network of Retirement Income Counselors

February 12, 2013 5:38 am Published by Leave your thoughts

Annuity123 is excited and honored to report that Marvin Hurwitz has joined its network of retirement income counselors for the benefit of consumers in Baltimore, MD who are in need of obtaining personalized retirement income guidance.  Please see below for an overview of Marvin’s practice. Company Name: Hurwitz Financial Advisors Business Description: Marvin Hurwitz has more than 30 years of experience advising retirees and people planning for retirement on how they can receive a guaranteed income they cannot outlive. He also helps clients with their...

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