Rick Dennis
Conservative Retirement Solutions, LLC
Articles
Outsource Your Concentrated Risk To A Risk Bearer
March 23, 2022
Outsource Your Concentrated Risk To A Risk Bearer Coffee futures have dropped 18.35% in value; if you ...
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 ...
US Treasury EE Saving Bonds: Good Idea Or A Stinker Idea?
March 23, 2022
US Treasury EE Saving Bonds: Good Idea Or A Stinker Idea?Buying a US Treasury EE Bond can ...
Annuities Dirty Little Secret: Number 1
May 7, 2023
Annuity secrets will tell you the truth about annuities You have probably seen this ad: “Invest in an ...
What is Probate? How does it work?
March 23, 2022
What is probate? How does it work?Simply put, probate is the re-titling (change of ownership) of ...
Does a deferred income annuity have a place in your retirement plan
March 21, 2022
Does a deferred income annuity have a place in your retirement plan? If you're looking for payments ...
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 ...
Should you put an annuity inside your IRA? The answer is a definite MAYBE.
February 22, 2022
An ongoing dispute among financial advisors concerns the question of whether it is ever a good ...
Are Your Boomerang Kids Retiring With You?
March 23, 2022
Are Your Boomerang Kids Retiring With You? Have you delayed retirement because of the obligation to ...
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 ...
One Of The Best Financial Products Of Which Few People Have Heard
March 23, 2022
As more and more seniors look for ways to lower their taxes in retirement, QLACs are ...
The Zoo: Understanding Bulls, Bears, and the Deer
March 23, 2022
The Zoo: Understanding Bulls, Bears, and the DeerAnimals can help us understand how the market dictates ...
Is Investing In Bond Mutual Funds A Good Idea? Let’s Look at The Disadvantages
March 21, 2022
Look before you leap when it comes to bond mutual funds.Bond funds are similar to stock ...
The Dow Jones Industrial Average Will Hit 30,000
March 23, 2022
I remember well that statement being made at a financial convention years ago, the speaker followed ...
When Considering a Variable Annuities Use Caution
February 19, 2022
Beware of the fees, expenses, and lack of guarantees when considering a variable annuity. A variable annuity ...
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 ...
Savings Bonds and Tax Deferral
February 23, 2022
Savings Bonds and Tax Deferral Savings Bonds and tax liability, make sure you understand the details. The ...
The Glidepath And Systematic Withdrawal Theory: Do They Still Apply In Today’s Interest Rate Environment?
March 1, 2022
William Bengen is considered the father of the systematic withdrawal theory. Bengen, in his extensive research, ...
Local Content Is Good Business
March 21, 2022
Local Content Is Good BusinessBy Syndicated Columnists|Throughout history, residents of smaller communities have relied on local tribunes, ...
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 ...
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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