It's a Perfect Storm for a Fixed Indexed Annuity
Yup, it's a perfect storm for a Fixed Indexed Annuity. Better yet, if you have an IRA in a tax qualified account, talk to your financial
The DAK Financial Podcast, Episode 10 - Modern Day Life Insurance
Though Dave has coined the term “modern day life insurance” it’s definitely something you’re going to want to be familiar with. Modern...
The DAK Financial Podcast, Episode 9 - Balancing Investments & Long-Term Care
When it comes to your retirement, balancing investments when you have multiple streams of income is vital to getting the most out of your...
The DAK Financial Podcast, Episode 8 - Common Terms & Situations in Financial Planning
There are so many terms and situations that arise when discussing your retirement. Sometimes, it's helpful to sit down and take a moment...
Understanding Retirement Risk Factors and What To Do About Them
When it comes to retirement, there are many risk factors to consider. Be sure you are working with an advisor who knows about your situation
Why It's Important to Review Your Finances Annually
If you want to know what’s happening with your money, review a statement with your financial advisor, or at least put a call in to his or he
I'm Ready to Retire. What Should I Do?
So, you’re ready to retire and you’re not quite sure what you should be doing about your retirement. There are many moving parts that need t
Liquid Single Premium Life - A Good Idea Times Three
Imagine, if you will, a program that offers market related returns without being in the market. The principle is guaranteed and the gains ar
The DAK Financial Podcast, Episode 7 - Discussing Retirement Risks
Today, we're discussing various retirement risks like longevity, medical expenses, investments and the death of a spouse as well as how...
The DAK Financial Podcast, Episode 6 - How to Prepare for Your Retirement, A Case Study
Today, we have an episode that's a little different. We're looking at a real case study of a client that recently came into DAK Financial...
