top of page
Search
Aug 12, 20222 min read
Should You Get A Fixed-Indexed Annuity?
Today more than ever, retirees are struggling to feel reassured about their retirement savings. In recent years, fixed indexed annuities...
0 comments
Dec 8, 20202 min read
Income Planning for Retirement
Most 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...
0 comments
Feb 5, 20201 min read
What is the SECURE Act of 2019?
Learn how the SECURE Act of 2091 may affect you.
0 comments
Jul 2, 20192 min read
Retirement Planning Drawbacks and How To Navigate Them
If there is one rule more important than any other when it comes to legacy planning, it is this:
0 comments
Mar 22, 20193 min read
Tax Planning for Annuities
Careful consideration is important and many people aren't sure what they have.
0 comments
Feb 7, 20193 min read
Plan Your Retirement Living
Let's start by asking a couple of questons.
0 comments
Apr 23, 20181 min read
3 Reasons Annuities Make Sense for Retirement Right Now
1. You want to have guaranteed income for life.
0 comments
Feb 19, 20182 min read
Consider this Alternative to Bonds
If 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
0 comments
Jan 21, 20182 min read
Annuities are Replacing Pensions for Retirement Income
Basic forms of annuities include Immediate vs. Deferred, Fixed vs. Variable, Equity-Indexed, and several other options that can include a de
1 comment
Dec 11, 20172 min read
Know Your Financial Terms to Make Better Choices
The 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
0 comments
Oct 23, 20172 min read
Is 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...
0 comments
Aug 9, 20172 min read
A Safe Alternative to Risky Stocks and Low-Paying CDs
A fixed-index annuity is a financial option offered by insurance companies as an alternative investment to stocks, mutual funds, and CDs....
0 comments
bottom of page