Life Annuities

February 2016 SWM Letter

We can briefly answer a few questions this month, with special thanks to clients and various readers who enjoy receiving our monthly letter.  ... By the way, special thanks for one who suggested "A Lifetime of Health" as a companion to my 2013 book, "A Lifetime of Wealth - and How Not...
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Life Annuities: Cinderella or Goldilocks?

Sleeping beauty lay resting 100 years, and this has been the fate of Life Annuities since the 1990s.  Most advisors aren’t legally licensed to discuss or offer Life Annuities.  Most people are unaware how annuities can guard us from ever running out of money.  As I said to a client one time,...
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