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Author Archives for alexhouse

William W. (Woody) Stewart/Stewart Retirement Strategies Joins the Annuity123 Network of Retirement Counselors

December 14, 2012 5:43 pm Published by 1 Comment

Annuity123 is excited and honored to report that Woody Stewart has joined the Annuity123 network for the benefit of consumers in Raleigh/Cary, NC who reference this unique website for obtaining personalized retirement planning guidance.  Please see below for an overview of Woody Stewart’s practice. Company Name:  Stewart Retirement Strategies Brief Business Description: W. W. Stewart, owner and operating manager of Stewart Retirement Strategies, has been assisting seniors, and pre-retirement investors, for over 35 years. He considers himself a “problem solver”, and his primary focus has...

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Survey Results: Advisors Look to Tax-Deferred Products to Offset Risk of Fiscal Cliff

December 13, 2012 11:41 pm Published by Leave your thoughts

A new survey by Jefferson National reveals that 8 in 10 fee-based advisors say that a offering tax-deferred growth would benefit clients as Congress considers higher taxes. Warren Hersch posted a summary of the report (linked here) that highlights some interesting findings from the survey. For instance, 75% of registered investment advisors (RIAs) report that their clients are anxious about the impact of the ominous fiscal cliff. Their clients’ primary concern is the likelihood of rising taxes. Also, a majority of RIAs report that their...

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Chuck Layman & Alicia Layman Lewis of GrowSecure Join the Annuity123 Network of Retirement Counselors

December 11, 2012 1:18 pm Published by Leave your thoughts

Annuity123 is excited and honored to report that Chuck Layman & Alicia Layman Lewis have joined the Annuity123 network for the benefit of consumers in Northern Colorado who reference this unique website for obtaining personalized retirement planning guidance.  Please see below for an overview of Chuck Layman & Alicia Layman Lewis’s practice. Company Name:  GrowSecure Insurance and Financial Services Brief Business Description: Chuck Layman & Alicia Layman Lewis of GrowSecure provide Financial Security in Layman’s Terms. They specialize in income planning in retirement.  They are...

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Protecting Against the Federal Stimulus

December 7, 2012 11:20 pm Published by Leave your thoughts

Written By: Cal Burgess | Retirement Servicing Group My predictions in May of this year were correct when I said that the federal stimulus would continue and volatility would be the norm.  In September of this year the Federal Reserve announced Quantitative Easement III (QEIII), which was designed to keep pace with Mario Draghi and the ongoing Euro crisis; promising continuous monthly injections of $85 trillion in order to protect our nation from an economic collapse.  There is no way to know how long this...

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Michael Foguth Joins the Annuity123 Network of Retirement Counselors

December 6, 2012 9:08 pm Published by Leave your thoughts

Annuity123 is excited and honored to report that Michael Foguth has joined the Annuity123 network for the benefit of consumers in the Livingston County area who reference this unique website for obtaining personalized retirement planning guidance.  Please see below for an overview of Michael’s practice. Company Name:  Foguth Financial Group Brief Business Description: At Foguth Financial Group we can help you devise a plan that addresses objectives such as: investment and retirement planning; minimizing income and estate taxes; assessing your life and disability insurance, Will,...

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Jonathan Michael Roth of Transamerica Agency Network Joins the Annuity123 Association of Retirement Counselors

December 4, 2012 5:44 pm Published by Leave your thoughts

Annuity123 is excited and honored to report that Jonathan Michael Roth has joined the Annuity123 network for the benefit of consumers in Springfield, IL who reference this unique website for obtaining personalized retirement planning guidance.  Please see below for an overview of Jonathan Michael Roth’s practice. Company Name:  Transamerica Agency Network Business Description: I do not make any financial or insurance decisions for my clients as it is your money, not mine.  I will however make some specific recommendations once I know enough about your...

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Use Google to Find Retirement Advisors to Educate You

December 3, 2012 8:07 am Published by Leave your thoughts

Written By: Jeremy Smith | Amerishield Just as you go to doctors for expert medical advice, shouldn’t you go to retirement and insurance advisors for their expert advice?  With increased use of the internet however, many people are using the internet to get their retirement advice instead of finding retirement experts to educate them. For instance, maybe you’ve used Google to read up on fixed indexed annuities.  You might have read horror stories about this and that because the internet is filled with them from...

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The Looming Fiscal Cliff

November 29, 2012 6:34 pm Published by Leave your thoughts

Written By: Cathy DeWitt Dunn | President of Annuity Watch USA The Looming Fiscal Cliff – What can you do to protect your retirement nest egg? The financial world is buzzing about the looming “fiscal cliff.” The term, in-and-of-itself, strikes fear into the hearts of many Americans. What is the “fiscal cliff” and what can you do to protect your retirement nest egg? The “fiscal cliff” describes the precarious situation that the United States government will find itself in after December 31, 2012 – the...

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Jim League Joins the Annuity123 Network of Retirement Counselors

November 29, 2012 12:52 pm Published by Leave your thoughts

Annuity123 is excited and honored to report that Jim League has joined the Annuity123 network for the benefit of consumers in Middle Tennessee who reference this unique website for obtaining personalized retirement planning guidance.  Please see below for an overview of Jim League’s  practice. Company Name:  Business and HealthCare Solutions Business Description: Balancing the concerns of Social Security, Medicare, and your resources is what Jim has focused on for over 8 years. He will be the first to admit that he does not know about...

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Baby Boomer And Retirement Income Specialist Matching Service Goes Live In Tennessee

November 28, 2012 9:56 pm Published by Leave your thoughts

Annuity123 has opened its Annuity Harmony matching service for the benefit of all residents in Tennessee who are in need of retirement income planning guidance. This innovative online matching service is designed to match retirees in need of retirement guidance with experienced retirement income specialists in their local area. Over 30 years ago, Americans were forced by their employers to forego attractive and successful defined benefit pension plans for defined contribution 401k plans. At the time, the oldest baby boomers were new to the work...

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