Thomas Sweet has 30 + years as a Financial Planner. Securities (Series 1,7, and 65) and Insurance Licensed. Retirement Planning including the actual planning of where your income will come from as well as a discussion of products to get you there. The market has been volatile since Covid broke out and many people are not comfortable with this. If you are retired we will look at your total income and tax situation. If you are still working we have some more time to plan.
Title should be: Fixed Indexed Annuities A Fixed Indexed Annuity: What Is It? An insurance asset called a fixed indexed annuity, commonly referred to as
Most Americans’ primary financial objective is to save for retirement. However, for many people, that goal appears to be focused on ambition rather than actual
Indexed Universal Life Insurance Indexed universal life (IUL) insurance is part of the enduring life insurance tree, which means it has a cash value in
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