Rick Dennis
Conservative Retirement Solutions, LLC
Articles
The Golden Years Might Become Scary
March 23, 2022
When the Social Security Administration announced that for 2016, 2017, 2018, there would be NO “cost ...
Avoiding Future Family Squabbles By Getting Started With Basic Estate Planning
March 21, 2022
Get Started with Basic Estate Planning Once you undertake the process, decisions need to be made and ...
What Happens To Bonds and Annuities If Interest Rates Rise
February 23, 2022
What Happens To Bonds and Annuities If Interest Rates Rise Interest rate changes may hurt the ...
Divorce Can Be Very Costly To Retirement Planning
March 23, 2022
Divorce Can Be Very Costly To Retirement PlanningMake Sure You Understand the True CostsNo one wants ...
Ever Wonder How the Stock Market Works?
March 23, 2022
Ever Wonder How the Stock Market Works?Every night watching the news, we are bombarded with stories ...
Get a Paycheck for Life with the Guaranteed Lifetime Income Rider
March 21, 2022
Understanding Income RidersIncome for life is in reach. As I speak to so many callers to my Safe ...
The Tax Deferred Annuity
March 21, 2022
A tax-deferred annuity helps manage tax liability. A tax-deferred annuity is a plan in which income tax ...
Annuities and Asset Protection
March 21, 2022
Annuities And Asset ProtectionAnnuities and Asset Protection: What you need to know!Joe Richmond (not his real ...
Corporate Bonds, How Safe are They and What Happens if a Company Defaults.
March 21, 2022
Bonds are backed by the financial strength of the bond issuer.If the bond issuer is not ...
It’s Time to Review Your Life Insurance
March 23, 2022
Why You Should Review Your Insurance Regularly"Life events can have a massive impact on your financial ...
A Comprehensive Guide To Annuities and Annuity Investing
March 21, 2022
A Comprehensive Guide To Annuities And Annuity InvestingWhat Are Annuities?In its simplest definition, an annuity is ...
Medicare Reimbursements Shrink As Medical Costs Increase
March 23, 2022
If Medicare Reimbursements shrink, who pays the difference?As we age, we become less worried about paying ...
Does Your Advisor Have A Contingency Plan? If Not, Your Wealth May Be At Risk!
March 1, 2022
"You spent a long time locating the perfect financial advisor. But, are you prepared for the ...
How to Modernize Life Insurance at Retirement Time
March 21, 2022
I can remember my dad buying a house in 1962 for $9,000.To make sure the mortgage ...
Legacy Arbitrage
February 24, 2022
Use Legacy Arbitrage to extend benefits to heirs.Definition of 'Arbitrage' from Investopedia"The simultaneous purchase and sale ...
Common Money Myths That Keep You Confused
March 23, 2022
Are you confused and frustrated about money?As they say, “If you repeat a lie often enough, ...
Promises Made Promises Kept Cross Our Heart
March 21, 2022
Make promises, keep promises Promises.We make promises many times in our lives to spouses, kids, friends, and ...
Minimizing Probate By Using a POD and a TOD
March 23, 2022
Use ‘Transfer on Death’ Form to Avoid Probate CourtAvoiding probate can be tricky, but you might ...
Tax Loss Harvesting
March 21, 2022
What is tax-loss harvesting and will it work for you?“For many investors, tax-loss harvesting is one ...
Does Your Financial Plan Have A Cavity?
March 23, 2022
Regardless of age, oral health plays a massive role in your physical health and wellbeing. This is ...
Rick Dennis
Conservative Retirement Solutions, LLC
1800 St. James Place
Suite 303
Houston, Texas 77056
rick.dennis@retirevillage.com
(713) 206-3885
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