Monthly Archives: March 2018

by Tracy W Mitchell     Many people think of an IRA (Individual Retirement Arrangement) as an investment. The fact is, an IRA is not an investment. An IRA is a “type” of money, tax qualified money that must be … Continue reading →

presented by Tracy W Mitchell     Among the myriad of wonderful ideas available to caregivers for coping with the care of a loved one, some strategies that can influence the attitude of care recipients are often neglected.  On strategy, … Continue reading →

by Tracy W Mitchell   A Lifetime Income Benefit Rider is a generic term for an additional benefit that can be elected at the time a Fixed Indexed Annuity is issued. The term for this additional benefit varies from company … Continue reading →

presented by Tracy W Mitchell   A guardian is an agency or person legally appointed to manage the affairs of an individual who lacks the capacity to make responsible decisions concerning his or her personal matters. The primary requirement for … Continue reading →