Brad Pistole
Trinity Insurance & Financial Services
Articles
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Why Understanding Your Finances is a Game-Changer (And How Your Advisor May Help)
April 19, 2024
Money talk may be confusing and sometimes a little intimidating. But, taking charge of your finances ...
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The Risk Rollercoaster
February 27, 2024
Retirement: a time for relaxation, travel, and pursuing passions. But amidst the excitement, there's one crucial ...
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Integrating Annuities into Your Retirement Plan
January 17, 2024
Integrating annuities into your retirement plan can be a wise financial strategy. Still, it's essential to ...
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Maximizing Growth And Minimizing Risk With Fixed-Indexed Annuities
December 15, 2023
The investment strategies of older Americans, particularly Baby Boomers, have become a focal point for financial ...
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Addressing the Challenge of Dependency in Later Years
November 27, 2023
The progression of age inevitably increases the possibility of becoming dependent on others for day-to-day needs. ...
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Navigating the Probate Puzzle
October 27, 2023
How to Avoid the Legal Maze Ah, the topic of probate – a concern that's not ...
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A Wake-Up Call
September 28, 2023
Retirement Preparedness of Generation X With the transition of Baby Boomers into retirement, the spotlight now ...
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Does a Beneficiary Pay Taxes When Inheriting an Annuity
August 31, 2023
The topic of inheritance and taxes—always a fun one to navigate, isn't it? Like many things ...
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Advantages of the 1035 Exchange IRS Code
June 29, 2023
A 1035 tax-free exchange may provide good options for tax liability management. Named after Section 1035 ...
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Understanding the Annuity Free Look Period
April 25, 2023
You have a legal right to review your annuity risk-free. An annuity is an investment that ...
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Should You Take Out a Loan From Your 401(k)?
February 23, 2023
A 401(k) loan can be a tempting option when you need quick cash. But it's essential ...
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Be A Surgeon, Cut Out The Tax Tumors
July 6, 2021
Be A Surgeon, Cut The Tax Tumors Out Of Your Retirement Accounts. In 1999, at the ...
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How To Secure Guaranteed Retirement Income In A Volatile And Chaotic World
July 2, 2021
No one knows how to time the stock market, no one! By Brad Pistole - Certified ...
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The Stock Market Crash of 2020 – Were you protected?
July 1, 2020
By Brad Pistole – Commentary When it comes to your retirement plan and trying to “time ...
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The Triple Whammy
February 7, 2019
Have you ever been Whammied? It is not fun especially when it is tripled! For a ...
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Should You Convert Your IRA To A ROTH IRA
January 31, 2019
If you are considering converting your IRA to a Roth IRA make sure you know the ...
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Will Your Retirement Accounts Last You To Age 117?
July 30, 2018
By Brad Pistole, Certified Financial Fiduciary® (CFF) On July 22nd, 2018, the world’s oldest person died ...
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Learn The Secret That Most Affects Your Retirement Success
April 16, 2018
When you consider what it takes to establish a successful retirement plan, what comes to mind? ...
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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 ...
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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 ...
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Brad Pistole
Trinity Insurance & Financial Services
551 N. Farmer Branch Rd.
Suite 101
Ozark, Missouri 65721
brad.pistole@retirevillage.com
(417) 581-9222
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