Posts by SCOTT WELLENS

CLICK HERE to read – Midterm Elections—What Do They Mean for Markets It’s almost Election Day in the US once again. For those who need a brief civics refresher, every two years the full US House of Representatives and one-third of the Senate are up for reelection. While the outcomes of the elections are uncertain,…

CLICK HERE for Quarterly Market Review Q3 2018

Do you love your job?  If so, great!  If you don’t like your job, then listen today and become unstuck.

Are you mentally ready to retire?  Being mentally prepared for retirement is just as important as being financial prepared.  Today Scott discuss for things to think about to help you become mentally prepared for the best season of your life.

Variable annuity fees fall into the following five categories. Mortality expenses (M&E)This is a fee charged by the insurance company to provide you with a death benefit (often just a guarantee to pay out to your beneficiaries at least what was put in). This variable annuity fee can range from .50 – 1.5% of the…