As we move into 2025, retirement planning is evolving. Changes in inflation, tax policies, and financial strategies are making it...

As we age, the quest for financial security becomes more important than ever. For many, annuities can be a key part of that security. But...

Today more than ever, retirees are struggling to feel reassured about their retirement savings. In recent years, fixed indexed annuities...

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...

Learn how the SECURE Act of 2091 may affect you.

If there is one rule more important than any other when it comes to legacy planning, it is this:

Careful consideration is important and many people aren't sure what they have.

Let's start by asking a couple of questons.

1.   You want to have guaranteed income for life.

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

Basic forms of annuities include Immediate vs. Deferred, Fixed vs. Variable, Equity-Indexed, and several other options that can include a de

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

Today more than ever, retirees are struggling to feel reassured about their retirement savings. In recent years, fixed indexed annuities...

A fixed-index annuity is a financial option offered by insurance companies as an alternative investment to stocks, mutual funds, and CDs....