Where You Stand Should Not

You Don't Date An Annuity, You Marry It. An Annuity Isn't A Mutual Fund That You Buy Today And Sell Tomorrow. Nor Is It A Certificate Of Deposit, Ready For Any New Use At Maturity. When You Buy An Annuity, You Are Making (or Ought To Be Making) A 15- Or 20-year Commitment, At Least.

Hindsight Is Not A Strategy.

Three Reasons Not To Have A [spending] Plan: 1. You're Rich Enough To Buy Anything You Want And Still Have Plenty Of Money Left Over. 2. I Forget The Other Two.

Financial Planners Who Take Commissions Have A Built-in Conflict Of Interest...even With Disclosure, My Choice Would Be A Fee-only Planner.

Equality Is Never Given, It Is Taken.