Private Equity Creating Attractive Rates For MYGAs / Life Insurance?
One of the lessons from the 2025 Berkshire Hathaway Annual Meeting was that you never know where your next investment idea will come from, so you should “turn…
Continue readingMonth: September 2026
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MYGA Fixed Annuity Warning: Choosing The Highest Rate Can Be Stressful
I’ve written a little about about Multi-year guaranteed annuity (MYGA) fixed deferred annuities in the past, and I actually bought one as one of my “$10,000 Experiments” way…
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Taking a Self-Paced CFP Education Course For Fun and… Personal Knowledge
While pondering potential goals for the New Year, I ended up poking around Certified Financial Planner (CFP) Certification Education Programs. I have been toying with the idea of…
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Self-Paced CFP: The 7-Step Financial Planning Process (Course Notes #1)
Whew! 😅 I just passed my first mid-term test in about 20 years. The first half of Fundamentals of Financial Planning, the first course from my self-paced CFP…
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Self-Paced CFP: Common Examples of Negligence by Financial Advisors (Course Notes #2)
In keeping with my goal of finishing one course per month from the University of Georgia Self-Paced CFP education program, I wrapped up the first course “Fundamentals of…
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The Scary Clause in Fixed Index Annuity Contracts
Allan Roth takes a closer look at the role of fixed index annuities as part of an “efficient” portfolio, and as usual makes some great observations. The first…
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