Edu: Annuity Pros and Cons, Part 2

October 31, 2018

Jim and Chris continue their discussion in response to a skeptical listener’s email. They move the focus from how annuities work, to how and why they might or might not work as part of an investment strategy. Podcast: Play in new window | Download (Duration: 52:33...

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Q&A: 401k Loan, Long-term Care Insurance, SS Benefits

October 27, 2018

Jim and Chris answer a lot of great questions this weeks. One listener ponders a 401k loan, another from Minnesota wonders if Long-term Care Insurance is still viable. In addition two questions about Social Security Benefits are answered. The first from a Mississippi listener asks about the delaying Social Security Benefits, the second asks about working while receiving Survivor Benefits....

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Edu: Annuity Pros and Cons

October 24, 2018

Annuities: love them or hate them? In this episode, Jim and Chris respond to a skeptical listener’s email and go in-depth on Annuities. Podcast: Play in new window | Download (Duration: 50:43 — 23.2MB) Subscribe:...

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Edu: Designated Beneficiaries

October 17, 2018

Jim is away but the show must go on! Chris and Darcie go in-depth about the do’s and don’ts (and why) of designated beneficiaries. Podcast: Play in new window | Download (Duration: 49:41 — 22.7MB) Subscribe:...

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Edu: Splitting an IRA

October 10, 2018

Divorce is hard enough without the extra stress of trying to figure out how to deal with retirement accounts. In this episode Jim and Chris delve into how to split an IRA in a divorce. Podcast: Play in new window | Download (Duration: 30:54 — 14.1MB) Subscribe:...

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Check out the background of firms and investment professionals on SEC’s Adviser Info Page.

Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs. The advisor must attend two live training sessions and pass two written exams annually to remain in the program. Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY Click here for a more detailed disclosure.