New Approach Financial, Inc.

With the economy on a rollercoaster lately, is this the right time to make your retirement income plan? With the Fed lowering its key interest rate, should you wait until the rates are raised? For more info, click the link in my bio and let’s talk.

What Happens to Your Retirement Plan Now That the Fed Lowered Interest Rates? As you design your retirement income plan, you might think that the Fed's cut in interest rates will force you to switch gears. But remember: Whether it's dividends, interest or annuity payments, don't try to time the market.

“The insurance company makes all the money and I don’t.”
“I don’t have access to my money.”
“There are too many hidden fees.”

Are these some of the questions and doubts you have about bringing annuities into your portfolio? This article answers those questions, and if there are more you have, give me a call or shoot me an email and let’s meet!

7 Misconceptions About Annuities And The Truth Over the years, annuities have been misunderstood. Read here to discover seven common misconceptions!

Use annuities to help reduce the risk of running out of money in retirement! Annuities can help you generate a paycheck for life!

How Investors Can Use Insurance to Reduce Risk Insurance policies can be valuable tools for an investor to reduce risk.

Immediate annuities are great for Estate Planning when funding life insurance or income for life. On the other hand the immediate annuity can be the kiss of death — no accumulation, no lump sum access. In other words your money is locked in time!

What Is an Immediate Annuity and Is It Right for You? - SavingAdvice.com Blog It can be comforting to know that you'll get a set amount of money each month to support yourself. What is an immediate annuity and is it right for you?