Fixed index annuities (FIAs) are a relative newcomer to the annuity world; the first was developed in 1995. Since that time, though, they have become a popular option for savvy. . .
Retirement is a time of life to look forward to, but understanding the associated tax obligations regarding retirement income can be intimidating. This blog will take you through the basics. . .
Women live longer than men, so an annuity with a lifetime income might make good sense. It hasn’t even been that long ago that women could not vote in America.. . .
Are you feeling overwhelmed by the different life insurance policies out there? Do you think you need more information to make an informed decision? Don’t worry—you’re not alone. Many people. . .
Shop around and compare quotes from multiple insurers. Different insurers may have different rates for the same coverage, so it’s important to compare quotes from multiple companies to find the. . .
Confusing information about selecting life insurance is normal. The reality is that there is never one type of anything that fits every situation. For example, would you like to see. . .
I get this question from prospective clients, do you use annuities in your retirement planning? The simple answer is yes. I have multiple annuities as part of my retirement portfolio.. . .
While both projected and guaranteed retirement plans provide financial stability during retirement, they each have distinct advantages and drawbacks. A projected plan, such as a 401(k), relies on market performance. . .
It’s no secret that saving for retirement can be a challenge. Between the rising cost of living and the uncertainty of the future, it can be challenging to set aside. . .
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