I love annuities; I think they’re significantly underused in individuals’ retirement strategies. But if you’re asking, “What is an annuity?” I’ve got the answer right here.

Check out my video below, part 7 of my series on retirement planning, for more insight into permanent life insurance policies. 

So, now that you’ve determined to pursue life insurance, what type of life insurance do you get? 

Some people think talking about life insurance is taboo. They may be right that it is a morbid subject, but I believe it necessary when speaking on retirement planning. Regardless, they almost always have the same question in the end: “Is life insurance worth it?” 

How should you get started with investing? There are no guarantees when investing, so you first need to decide how risk-tolerant you are willing to be with money you’re saving for your retirement.

What’s a 401K, and why should you have one? These are common questions around retirement planning, and I’ve got your answer in this short Question Mark video.

For investors looking for safe harbors in an uncertain economy, annuities are attracting a lot of attention. I spoke with CNBC about the benefit of annuities for a balanced portfolio.

What is the 4% rule for retirement? A guideline for ensuring your retirement funds last as long as you need them to. But here’s what else you should consider to see if your nest egg will be enough to fund your retirement.

The biggest financial mistakes most Americans make are due to a lack of personal financial literacy. Understanding how money works allows you to put your money to work for you and use it to make more money.

For business leaders to be effective, they must successfully balance the two main needs of the organization: supporting both the financial bottom line and the employees ultimately responsible for the company’s performance.

Annuities are a mystery to many consumers, but when that mystery is clarified and the product is better understood, consumers are generally interested in adding annuities to their financial planning strategy.

Wherever you are in your financial planning journey, it’s wise to circle back regularly and make sure you’re doing the right things (and avoiding making mistakes). Thinking you’ve got a plan you can set and forget is dangerous; you might find you’ve missed opportunities to maximize your financial situation.