D. Michael Burleigh

Annuities have a rich history dating back to Ancient Rome. Today, millions of Americans currently use annuities to supplement their retirement income. They can be an important part of a diversified retirement portfolio because they can ensure that your retirement income is protected even when there are downturns in the market. On the surface, annuities

The SECURE Act made big changes to many different retirement rules and guidelines when it was passed back in 2019. Well, get ready for more changes, courtesy of the SECURE Act 2.0. The bill was approved by the House Ways and Means Committee this spring and is expected to be signed into law by next

Today’s challenges for retirees and those nearing retirement are well documented. Traditional fixed income, which has served investors well for decades, now delivers little in terms of yield or capital gain potential. In the mid-1970s through the late 1990s when interest rates were extraordinarily high, U.S. 10-Year Treasury Bills paid between 7% and 8% annual