Dec 8, 20202 minIncome Planning for RetirementMost of us have the goal of someday settling down to retire, after years of hard work and some preparation. It’s no surprise that people...
Jul 2, 20192 minRetirement Planning Drawbacks and How To Navigate ThemIf there is one rule more important than any other when it comes to legacy planning, it is this:
Mar 22, 20193 minTax Planning for AnnuitiesCareful consideration is important and many people aren't sure what they have.
Apr 23, 20181 min3 Reasons Annuities Make Sense for Retirement Right Now1. You want to have guaranteed income for life.
Feb 20, 20182 minConsider this Alternative to BondsIf risk were not a consideration, we would put all our money in stocks. But the stock market is volatile, subject to cyber and world events
Jan 22, 20182 minAnnuities are Replacing Pensions for Retirement IncomeBasic forms of annuities include Immediate vs. Deferred, Fixed vs. Variable, Equity-Indexed, and several other options that can include a de
Dec 11, 20172 minKnow Your Financial Terms to Make Better ChoicesThe 6 basic daily activities people do in a general day on their own without help. A person’s ADL abilities will affect the type of long-ter
Oct 23, 20172 minIs a Fixed Indexed Annuity Right for You?Today more than ever, retirees are struggling to feel reassured about their retirement savings. In recent years, fixed indexed annuities...
Aug 10, 20172 minA Safe Alternative to Risky Stocks and Low-Paying CDsA fixed-index annuity is a financial option offered by insurance companies as an alternative investment to stocks, mutual funds, and CDs....