Have you invested in a variable annuity? Last week I wrote that I would not invest in one as an option to help build a retirement nest egg. This case is different. It assumes you already have a variable annuity. What should you do?

Variable Annuities are popular. Investors poured over $240 billion into them in 2019. I opened a variable annuity account at Fidelity maybe 15 or 20 years ago as added way to save for retirement. I’m not remembering my thought process, but I’d guess that I

OMG. This article says 33% of investors over age 65 sold ALL their stocks this year! (This may have been FALSE NEWS*.) This is about the worst idea ever. Surely you didn’t do this. What does this tell us nest eggers? Those folks have NO

Ages ago – over a year ago, I think – the links broke under the Resources tab on this web site. Nothing downloaded when you clicked on the resource. Reader Jeff asked me for replacements. I emailed them to him after I had updated a

My friend Dan sent Patti and me an invitation (Hey, real mail!) and underneath our names in the address it said, “The Hockey Stick Masters.” I laughed. Dan knows I have our hockey stick imprinted in my brain. He’s seen my orange painted hockey stick.