Articles By Brad Pistole

Brad Pistole, CEO of Trinity Insurance & Financial Services, INC in Ozark, MO, has won the Safe Money Radio Advisor of the Year award. The award, presented in Denver by Aegis Financial CEO, Carl Muehlemeyer, honors the professional, civic and community service Brad has provided to his clients, and his community.
February 27, 2024

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Retirement: a time for relaxation, travel, and pursuing passions. But amidst the excitement, there’s one crucial element often overlooked – risk tolerance. As retirees, our financial goals shift, and so should. . .

January 17, 2024

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Integrating annuities into your retirement plan can be a wise financial strategy. Still, it’s essential to understand their pros, cons, and the smart tactics involved to make the most of. . .

December 15, 2023

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The investment strategies of older Americans, particularly Baby Boomers, have become a focal point for financial experts. A common concern is that many in this demographic might be overly reliant. . .

November 27, 2023

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The progression of age inevitably increases the possibility of becoming dependent on others for day-to-day needs. Factors contributing to this dependency range from chronic illnesses and cognitive decline to physical. . .

October 27, 2023

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How to Avoid the Legal Maze Ah, the topic of probate – a concern that’s not directly related to your seriousness about annuities, but it’s an important financial aspect nonetheless.. . .

September 28, 2023

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Retirement Preparedness of Generation X With the transition of Baby Boomers into retirement, the spotlight now turns to Generation X (Gen Xers) as they approach their golden years. For approximately. . .

November 7, 2023

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The topic of inheritance and taxes—always a fun one to navigate, isn’t it? Like many things in life, there are obstacles, and you will need to make choices. Inheriting an. . .

June 29, 2023

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A 1035 Exchange is the exchange of one insurance policy for a newer policy with no tax consequences. It offers an investor the opportunity to exchange an old, outdated insurance. . .
April 25, 2023

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You have a legal right to review your annuity risk-free. An annuity is an investment that guarantees a stream of income for a specified period or the rest of your. . .

February 23, 2023

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A 401(k) loan can be a tempting option when you need quick cash. But it’s essential to understand the potential consequences of taking out this loan before making a decision.. . .

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Content in our posted articles is deemed to be accurate but topics, facts and laws can change. It is always a good idea to verify facts before making decisions. Always seek authorized and professional advice regarding financial decisions which includes investing, annuity purchases, tax planning, changes in a financial portfolio and retirement planning.

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