Adam Ellzey

Adam Ellzey


Crafting Your Retirement Strategy 

May 2, 2024

Transitioning into retirement marks a significant life milestone, representing the culmination of years of dedication and foresight. ...

Read more >

The Road to Financial Independence

April 24, 2024

Many strive for financial independence, yet achieving it may seem elusive. Financial independence represents the point ...

Read more >

Exploring Annuity Laddering

February 27, 2024

Securing a reliable and consistent income stream as retirement nears becomes a top priority. While various ...

Read more >

Inheriting Wisdom Estate Planning Insights

January 6, 2024

Estate planning is a process that requires careful thought and consideration, especially when deciding whether to ...

Read more >

Insurance Professionals must Address Life Insurance and Retirement Savings Disparities.

December 8, 2023

The life insurance sector faces significant challenges, particularly in addressing the coverage gap affecting a large ...

Read more >

What is an Ideal Retirement?

November 9, 2023

An ideal retirement is a time of life where financial security enables you to comfortably cover ...

Read more >

Make A Plan With These Five Factors In Mind

October 5, 2023

Is Time Really on Your Side When Planning for Retirement? The iconic song lyric "Time is ...

Read more >

10,000 Baby Boomers Retire Each Day

January 30, 2021

10,000 new baby boomers retire each day. Think about it: Many people don’t get defined pension ...

Read more >

A Compelling Story: Fixed Index Annuities

July 21, 2020

How would you like to play poker where the casino told you they would guarantee you ...

Read more >

A Gold Watch And Lifetime Income

March 6, 2019

Pensions have evolved to self-directed retirement planning I grew up in steel country in Western Pennsylvania. ...

Read more >

A La Carte Planning Don't Be A Victim

March 26, 2023

A dangerous phenomenon is happening within the financial services industry. For years marketing gurus taught the ...

Read more >

A New Idea That Has Been With Us For Over 200 Years

August 14, 2019

“Only money left over after paying taxes can be spent. For the average person in the ...

Read more >

A New Identity in Your Golden Years

November 27, 2023

Retirement marks a significant milestone, anticipated as a time of freedom and enjoyment. Yet, it can ...

Read more >

A New Year, A New You

January 10, 2024

Embracing Positivity With Smarter Finances As the confetti settles and the calendar flips to "2024," a ...

Read more >

A Retirement Income Trifecta

May 9, 2022

The Best Practices Used to Create Sustainable Streams of Retirement Income My parents and grandparents both ...

Read more >

A Simple And Successful Approach For Your Nest Egg

September 25, 2022

In the spring of 1983, a 61-year-old Australian sheep farmer named Cliff Young entered his first-ever ...

Read more >

A Time To Give Thanks

November 2, 2021

As Thanksgiving approaches, I think about what I have to be thankful for and the traditions ...

Read more >

Annuities Are A Logical Solution For Longevity Risk

October 14, 2021

"Transitioning from saver to spender can be a disconcerting shift for many seniors. A more systematic ...

Read more >

Annuity Lie: You Die and the Insurance Company Profits

November 16, 2021

Why lie about annuity benefits? If you buy an annuity and die, the insurance company keeps ...

Read more >

Annuity Lies Rebutted

May 23, 2019

Watch out for the Fake News and those who spread it I know that many investors ...

Read more >
Adam Ellzey picture

Adam Ellzey

Adam Ellzey

Fayetteville, Arkansas

(970) 390-3998

Sign up for our newsletter.

Safe Money insights and tips sent to your inbox twice a month.

Sign Up Now!