Category Archives: Uncategorized

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 →

presented by Tracy W Mitchell     Long Term Care refers to a wide-range of medical, personal and social services for individuals who are unable to provide for their own needs for an extended period of time. This need for … 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 →

presented by Tracy W Mitchell   Long Term Care refers to a wide-range of medical, personal and social services for individuals who are unable to provide for their own needs for an extended period of time. This need for care … Continue reading →

by Tracy Wayne Mitchell   When you hear the term “Safe Money” what do you think of? Most would probably think of a bank account because of FDIC. The fact of the matter is bank accounts are safe. As long … Continue reading →

presented by Tracy Wayne Mitchell   For many seniors and retirees, the hard-earned equity in their home is their single largest asset, yet it is unavailable to use unless they take out a home-equity loan.  Conventional loans, like the home-equity, … Continue reading →

by Tracy Wayne Mitchell   A Fixed Indexed Annuity is a type of annuity that provides a guaranteed fixed rate of return but goes one step further by giving the owner additional options to link a part or all of … Continue reading →