Tips & Articles
Insights on retirement income, long-term care planning, and estate coordination
13 Articles Found
Market Insights
7 min readWhen to Book Your Tee Time: What Golf Pricing Teaches Us About FIA Rates
Did you know the day you book a tee time can change the price you pay? FIA cap rates and participation rates work the same way. Here's what the current market is telling us — and why it matters.
March 31, 2026
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Client Stories
5 min readNew Baby, New Priorities: Why This Young Family Chose Estate Planning Right Away
After welcoming their first baby, one young family decided they could not keep putting estate planning off. They expected it to be expensive and complicated, but the live Estate Guru process felt simple and affordable.
February 24, 2026
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Retirement Planning
4 min readAnnuity Caddie Tip: Protect the Club Between Your Ears
Your portfolio and income plan matter, but your brain is still the asset running the whole show.
February 21, 2026
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Annuity Basics
4 min readAnnuity Caddie Tip: Beating Analysis Paralysis
At some point, more information stops helping. Clarity comes from understanding the job and choosing the right tool.
February 20, 2026
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Client Stories
4 min readAnnuity Caddie Tip: Hit the 6-Iron or the 7-Iron?
Sometimes doing right by the client means recommending a different club, even if it means referring them elsewhere.
February 19, 2026
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Annuity Basics
6 min readUnderstanding Annuities: Another Tool in the Bag
Annuities are not a replacement for anything. They are one possible tool that can add protection, income, or stability to a well-built plan.
January 28, 2026
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Golf & Life
4 min readWhy I Call Myself The Annuity Caddie
Just like a caddie helps golfers choose the right club for each shot, I help clients select the right annuity strategy for their retirement journey.
January 20, 2026
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Retirement Planning
5 min readThe Par 5 Approach to Retirement Planning
Think of retirement planning like playing a par 5. You need strategy, patience, and the right approach for each stage of the hole.
January 12, 2026
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Client Stories
6 min read"We Should Have Done This Years Ago": A Retiree Story About Finally Completing an Estate Plan
In his own words, a retiree shares how he and his wife finally completed their estate plan with live guidance from Estate Guru experts.
December 24, 2025
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Annuity Basics
6 min read5 Annuity Myths That Cost You Money
Let's debunk the most common misconceptions about annuities that prevent people from securing their retirement.
December 18, 2025
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Annuity Basics
5 min readUnderstanding Fixed vs Variable Annuities
Choosing between fixed and variable annuities is like choosing between irons and woods. Each has its place in your bag.
December 5, 2025
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Market Insights
4 min readMarket Volatility? Stay in Your Stance
When the market gets choppy, the worst thing you can do is change your swing mid-round.
November 14, 2025
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Client Stories
6 min readHow One Client Secured a $4,000/Month Guarantee
Meet Sarah, a 58-year-old teacher who was worried about retirement. Here's how we built her guaranteed income strategy.
October 22, 2025
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Quick Tips
Bite-sized wisdom from social media
⛳ Annuity Caddie Tip: The day you book a tee time changes the price. FIA cap rates work the same way — timing matters. Stay aware of the rate environment.
⛳ Quick Tip: Annuities are NOT Stock alternatives... Annuities are Bond Alternatives.
💡 Buy Income, Invest the Rest: Cover core living expenses with reliable income so your investments can breathe and grow.
📊 Market down 5%? That's like a bad front nine. Your guaranteed annuity income doesn't care - it shows up every month like clockwork.
⛳ Quick Tip: Annuities are specific tools, not portfolio replacements. Use them where they solve a specific job in your plan.
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