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Annuity Articles

Is Keeping Your Mortgage After 65 Smart or a Major Risk?

Once upon a time, the standard retirement goal was clear: pay off your home and live debt-free. However, changing economic realities have some retirees questioning this long-held belief.
2 Mins Read

Fixed Annuities are A Rock-Solid Income Option for Your Retirement Years

2 Mins Read

Social Security Tax: Funding a Vital Safety Net

We've all seen that line item on our paystubs: Social Security tax. But what exactly is it, and why does it matter?
2 Mins Read

The Road to Financial Independence

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The Risks of Being Underinsured

3 Mins Read

Protect Your Retirement

Dur 20th edition of The Safe Money Guide, the standard of the industry..

Guaranteed Income For Life

Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life

Recent Posts

Sidestep These Retirement Roadblocks

Reviewing Your Retirement Plan

Aligning Couples’ Retirement Goals Despite Differing Details

Fixed Annuities are The Quiet Backbone of Retirement Security

2 Mins Read

Financial Security Challenges for Older Americans

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Secondary Market Annuities

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Early Retirement Is A Choice For Some And A Necessity for Others

2 Mins Read

Don’t Miss These Overlooked Retirement Tax Saving Opportunities

2 Mins Read

Protect Your Retirement

Dur 20th edition of The Safe Money Guide, the standard of the industry..

Guaranteed Income For Life

Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life

Recent Posts

Sidestep These Retirement Roadblocks

Reviewing Your Retirement Plan

Aligning Couples’ Retirement Goals Despite Differing Details

Rich Get Richer, Poor Get Poorer – What about the Middle Class?

In September 2013 a UC Berkeley study found that the wealthiest 1% of Americans saw their income grow by 31.4% between 2009 and 2012. Also it was discovered that income inequality in the United States was the highest since before the Great Depression. One reason why most in the middle class cannot move to a loftier position is our tax system. Workers are taxed at a different rate than investors — the difference between earned income and dividend and capital gains taxation is significant.
2 Mins Read

A Big Pile of Money: What is it Good For?

As kids almost all of us dreamed of being a millionaire I was raised in a small town in Idaho, we had one millionaire. People would always talk about her (yes, a her) about her cars, her vacations, her house and especially the Christmas party she always hosted. My parents went to the party every year; it was all so grand, at least by our small town’s standards. One year I got to park cars for the party and earned $20, a really huge payday for me. Now as I look back and wonder about being a millionaire I have realized that a big pile of money isn’t really an answer — it is what that pile of money can
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Why Fixed Annuities Deserve a Place in Your Retirement Plan

2 Mins Read

Future Proof Your Legacy 

4 Mins Read

Max Out Your 401(k)

3 Mins Read

Protect Your Retirement

Dur 20th edition of The Safe Money Guide, the standard of the industry..

Guaranteed Income For Life

Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life

Recent Posts

Sidestep These Retirement Roadblocks

Reviewing Your Retirement Plan

Aligning Couples’ Retirement Goals Despite Differing Details

Your Social Security Benefits and How to Make Them Work Harder For You

3 Mins Read

Your Simple Guide to a Financially Secure Retirement

3 Mins Read

Your Roadmap to Different Retirement Accounts

2 Mins Read

Your Retirement Income. Guaranteed? Or at Risk?

Most people know the amount of money in their retirement plan and as they near retirement the focus on those funds becomes more and more important. Don’t forget the very most important questions you should be asking yourself about your retirement money.
2 Mins Read

Your Retirement Income Replacement Rate

2 Mins Read

Protect Your Retirement

Dur 20th edition of The Safe Money Guide, the standard of the industry..

Guaranteed Income For Life

Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life

Recent Posts

Sidestep These Retirement Roadblocks

Reviewing Your Retirement Plan

Aligning Couples’ Retirement Goals Despite Differing Details

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