top menu area

Have questions? Call Us (800) 584-1902

Plan Smarter. Live Better.

Great Advice From Our Experts

Why You Should Consider A Fixed Index Annuity

January 26th, 2017

Fixed annuities are really popular right now. According to the LIMRA Secure Retirement Institute, first quarter 2016 fixed index annuity sales increased by 35% over the same period during the previous year. That marks eight consecutive years of growth, while variable annuity sales dropped 18%, reaching their lowest sales level since 2001. These divergent results […]

read more »

How To Get The Most Out Of Social Security

January 17th, 2017

While collecting Social Security payments may seem simple enough, there are several benefit collection strategies – particularly for married couples – that might boost your retirement income. (Here at David Ortiz Advisors, we believe that by maximizing your social security you can expand your budget in ways you didn’t know where possible. Granted it may […]

read more »

4 Keys to Increasing Your Retirement Income

January 12th, 2017

According to a Prudential survey, more than seven out of 10 Americans are concerned about outlasting their income during retirement. Most baby boomers planning to retire during the next 20 years will need a combination of post-retirement work, Social Security distributions, and smart portfolio management. (We here at David Ortiz Advisors specialize in using all […]

read more »

Donald Trump’s Presidency And Social Security

December 13th, 2016

Trumps presidency has offered promise of economic growth in America, but economic growth doesn’t mean that everyone in the country is going to have more money and suddenly be in a better place. In fact, the bulk of Trumps plan, or at least what we can see so far, relies heavily on giving more money […]

read more »

Don’t Depend On Someone Else

December 1st, 2016

Pensions used to be a dependable backbone for the American retirement plan. You put in your time and take care of your company, and in return they take care of you. But with the changes made in the economy there has been less and less room in the budget for many companies to be able […]

read more »

Post Election

November 22nd, 2016

With the election comes change and reaction, which is not necessarily bad. With Trump winning the election bank and energy stocks soared with interest rates while tech companies fell off. Most of this is based on Trumps pro-growth plan dependent on private investors. In relation to this the U.S. dollar has reached near 13 year […]

read more »

How Much Money Do I Need For My Retirement?

October 26th, 2016

Probably one of the biggest question if not the biggest question when it comes to retirement planning, is how much money will I need for my retirement? This question is complicated because it affects you every day before and during your retirement trying to budget your day to day life now while budgeting your eventual […]

read more »

Don’t Outlive Your Retirement

October 21st, 2016

One of the main concerns, if not the main concern, with retirees and soon to be retirees today is the fear that they will outlive their retirement fund and be left depending on their children or others for their well being. With life expectancy going up every single day and healthcare getting more expensive every […]

read more »

Maximize Social Security And Maximize Your Retirement

October 14th, 2016

Social Security is a program that has helped generations of Americans retire simply, safely, and without reason to worry, until recently. In recent years less and less retirees have been able to count on social security as a main flow of retirement income. In fact, some say that social security might not even be around […]

read more »


September 16th, 2016

If you have a diverse portfolio then you will have financial freedom. Well this isn’t exactly as easy as it sounds. Many people believe that they have a very diverse portfolio but the diversity that I am talking about is quite a bit different than the kind of diversity that your stock broker is probably […]

read more »