RobertMessinger

About Robert Messinger

Helping his clients focus on the WHYS of their financial planning allows Robert to suggest the most appropriate and beneficial safe money tools; tools that can help safeguard portfolios against wealth destroyers such as market risk, long-term-care expenses, taxes, and longevity risk.

Have you thought about an annuity for estate planning?  Here’s how to choose the optimal product for your estate plan.

by Robert Messinger Regardless of your current financial situation, discovering more about the estate planning process is always a wise idea. After all, few of us leave this earth with nothing, and most want to ensure that our heirs, not the state, get our assets. One powerful but sometimes overlooked tool for estate planning is [...]

By |2023-08-07T16:15:02+00:00August 3rd, 2023|Leave a Legacy, Protect your wealth|

If you’re a senior considering purchasing a variable annuity, approach with caution

  by Robert Messinger   Financial security is paramount if you're like many of my clients at or near retirement age. Life in a volatile and unpredictable economy may make you look for investment options promising growth, income, and safety. Your need for additional income streams and a lowered risk tolerance could mean you'll be [...]

By |2023-09-27T21:25:13+00:00June 5th, 2023|Investing, Protect your wealth, Retirement|

Ten reasons retirement researchers believe annuities are an excellent fit for most seniors

by Robert Messinger   With the economy seemingly in free fall and our leaders out of ideas, retirement planning has become more complicated and challenging than ever before. As I write this post, the specter of an unresolved debt ceiling looms large, fraying the nerves of everyone from central bankers to politicians to Social Security [...]

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