Lyle Boss

Boss Financial & Insurance Services


The Undeniable Link Between Stock Market Volatility and Mental Health

December 8, 2023

Why Annuities Matter While the stock market is often lauded as a crucial engine of economic ...

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Frequently Asked Questions About Annuities

November 7, 2023

Annuities offer a unique financial solution for those who seek stable, long-term income, especially during retirement. ...

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Busting Annuity Myths

October 26, 2023

Annuities often come with a myriad of misconceptions that might deter potential investors. But it's essential ...

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Future Proof Your Legacy 

September 22, 2023

Basic Estate Planning is for Everyone It's a common misconception that estate planning is exclusively for ...

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The Unexpected Parallels: Fly Fishing and Annuities

August 9, 2023

In the vast tapestry of life, one can find surprising connections in the most unexpected places. ...

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Market Volatility Can Be Defeated: Retain or Gain!

June 17, 2023

If you can retain and then gain, don't you win? The stock market is up, and ...

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What Expenses Does Long Term Care Insurance Cover?

June 7, 2023

Long-term care insurance typically covers costs associated with personal and custodial care in a variety of ...

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Do You Insure Your Home?

May 9, 2023

Let me pose this question, do you insure your home?  Your Cars? Your valuable possessions? ...

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How Retirement Fears Are Affecting Investor Confidence and Preparedness

May 2, 2023

Retirement is often portrayed as the golden years, a time of relaxation, travel, and enjoying the ...

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Why is Bitcoin Not Covered by FDIC?

April 5, 2023

The Federal Deposit Insurance Corporation (FDIC) is an independent agency of the United States government that ...

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Why Basic Bank Accounts Are The Worst For Retirement Savings

March 29, 2023

Little better than keeping money under the mattress, the idea that bank accounts are the best ...

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Do You Know And Understand Your Risk Tolerance

February 13, 2023

Risk is the exposure to loss The first thing to consider is What is Risk? ...

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What are the Surrender Penalties in an Annuity?

February 7, 2023

Surrender, in the context of annuities, refers to the act of terminating the annuity contract and ...

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Retirement And Pets, Be Aware Of Expenses

September 20, 2022

"Having a pet in retirement can be a source of joy.  But, pets can also create ...

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One Huge Benefit for Annuity Owners

September 12, 2022

Many benefits annuities provide include at no additional cost or expense. Almost all new annuity contracts ...

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The Dreaded Four Fears Of Retirement Planning

September 11, 2022

Every day I hear from those who come into my office four fears: 1. The fear ...

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How To Use Income Annuities In Retirement Planning

August 22, 2022

Annuities used in retirement offer varied income options. The nearer you are to retirement, the more ...

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Inflation Can Cripple Retirement Planning

June 23, 2022

Most investors only consider the risk to their principal, which is why they favor Certificates of ...

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Portfolio Allocation Monkey Business

June 22, 2022

I am continually mystified about how some professionals look at allocating retirement funds.  In 1994, a ...

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If You're Considering TIPS or Other Bonds, You Need To Know A Few Things

May 9, 2022

"Changing expectations of inflation may have your advisor recommending TIPS. But you should know they don't ...

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Lyle Boss picture

Lyle Boss

Boss Financial & Insurance Services

955 Chambers Street

Suite 250

Ogden, Utah 84403

(801) 475-9400

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