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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...
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Aug 15, 20193 min read
Switching Jobs Doesn't Mean Losing 401(k)
While you have options when it comes to your 401(k), you should be sure to consider what’s off limits, too.
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Aug 8, 20181 min read
It Pays to get Expert Advice on your Retirement Distribution Strategy
How’s your retirement distribution strategy? Could it use some help?
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Apr 23, 20181 min read
3 Reasons Annuities Make Sense for Retirement Right Now
1. You want to have guaranteed income for life.
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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
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Jan 30, 20183 min read
It Pays to Understand your Tax Liabilities during Retirement
At Penny Lane Financial, we can help you lay out a plan to minimize your tax liabilities during retirement.
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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
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