Whitepapers

Are annuities right for you? A step-by-step guide to help you decide.

Annuities have become a popular investment option, but they are not a new idea. Annuities have been around since ancient Rome. They are complex and have both upside and downside. This guide aims to help you understand them.

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Eight Investment Trends to Watch in 2016

2015 didn’t turn out the way that was expected. This year watch the fed, election, inflation and more for how they will influence the market. Authored by Michael Albertson, president of TradeWell™ Tax & Financial, this white paper lists 8 trends to look out for in 2016.

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Equity Index Annuity Guide

All annuities are different, equity index annuities especially. They have features of both fixed and variable annuities. Authored by Michael Albertson, president of TradeWell™ Tax & Financial, this guide will help you understand how they work and how you could benefit from one.

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Five Step Inflation Survival Guide

Inflation is a constant factor, especially for retirees on a fixed income. This guide will help you learn how to keep your purchasing power. Authored by Michael Albertson, president of TradeWell™ Tax & Financial, this white paper has five helpful ways to try and stay ahead of inflation.

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Four Reasons to Review your Risk Management Strategy

Our white paper is packed with some ideas on how you can better manage risk for yourself, your family, and your legacy. Please keep in mind that TradeWell™ Tax & Financial is not engaged in the practice of law.

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Annuities Made Easy

Annuities have been popular for more than 2,000 years. Today, the uses of annuities are more comprehensive. Michael Albertson, president of TradeWell™ Tax & Financial, has put the annuity basics together for you in his new white paper get your copy below.

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The Hidden Power of Pre Retirement Planning

Uncovering hidden fees is just one challenge to a successful retirement planning strategy. There are other you should know about. Authored by Mike Albertson, president of TradeWell™ Tax & Financial, this white paper uncovers the potential benefits of a careful pre-retirement.

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