Rick Dennis
Conservative Retirement Solutions, LLC
Articles
Six Common Designations Used By Advisors And Agents
March 23, 2022
Six Common Designations Used By Advisors And AgentsChoosing a member of your financial team is a ...
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 ...
INcome Versus IFcome
October 1, 2022
INcome Versus IFcomeThis is the most critical part of retirement.It is not necessarily the amount of ...
Is the Stock Market Being Artificially Manipulated
March 23, 2022
Is the Stock Market Being Artificially ManipulatedBeing on Wall Street means being in The Old Boy’s Club.I ...
Should You Downsize When You Retire?
March 23, 2022
If you plan to sell your current home and move to a smaller one after retirement, ...
Considering asset Splits to Maximize Your IRA for Maximum Opportunity
February 27, 2022
Split your IRA using annuities and keep accumulating How can a sixty-five-year-old person with $500,000 in an IRA earn ...
Protecting the Family Inheritance: Beneficiary-Controlled Trusts
March 21, 2022
In a perfect world:Your will would be drawn up, your assets distributed in a timely, no-hassle ...
Promissory Notes May Not Be Real Promises
March 21, 2022
Promissory Notes May Not Be Real PromisesIf you are considering the purchase of a promissory note, ...
Why Should I Plan If I Don’t Ever Want To Retire?
March 23, 2022
Why should I plan if I don’t ever want to retire?“Many people, especially small business owners ...
Why Interest Rates Are Low And Will Stay That Way - Well at least for a while.
March 23, 2022
Why Interest Rates Are Low And Will Stay That Way Well, at least for a while.The ...
The Float, Warren Buffett, Annuities and You
February 24, 2022
Understand how Warren Buffett uses float "Float" is defined as the time delay between a bank check being ...
401k Asset Allocation Strategies
March 21, 2022
Asset allocations and smart diversification might be a good choice Asset allocation and portfolio diversifications are words often ...
Trust: Use the Ronald Reagan Approach
March 21, 2022
Trust but verify The other night I saw a feature on the news about the lawsuit between ...
Muni Bonds Generate Tax Free Interest - Or Do They?
March 21, 2022
Are Municipal Bonds Really Tax-Free?Municipal securities, also known as "munis," are bonds issued by governmental entities such as ...
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 ...
401k Investment Tips: Essential Tools for Informed Choices
March 21, 2022
Manage your 401(k) for better performance You know that investing in your 401(k) is vital to your ...
If You Go Phishing, Make Sure You Are Not The Bait
March 23, 2022
The IRS published its top scams to help the US Taxpayer avoid being taken advantage of ...
Look Out For The Falling Stock Market
March 25, 2022
Remember, years ago when dad went to work at the company, he received a livable wage, ...
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 ...
Concerned About Trusting An Insurance Company With Your Important Retirement Funds?
March 23, 2022
Concerned About Trusting An Insurance Company With Your Important Retirement Funds?How safe is your annuity? How safe ...
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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