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Annuity Articles

Sidestep These Retirement Roadblocks

You've worked hard all your life, and now the glorious horizon of retirement beckons. It's time to enjoy the fruits of your labor, right?
2 Mins Read

Reviewing Your Retirement Plan

We find ourselves firmly planted in the year 2024, a time when reflection on our financial well-being is paramount. Specifically, we must ask ourselves a crucial question: have we reviewed our retirement plans yet?
3 Mins Read

Aligning Couples’ Retirement Goals Despite Differing Details

Retirement is often seen as the golden period of life, a time to relax, travel, and enjoy the fruits of decades of labor.
3 Mins Read

Smart Strategies for Retirement Income

Fluctuating stock markets, persistent inflation, and the uncertainty of government programs like Social Security can make the financial landscape seem daunting.
2 Mins Read

Retirement Reimagined for the Modern Era

Retirement, once a straightforward concept of leisure after a lifetime of work, has transformed in the modern world.
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

Fixed Annuities are The Quiet Backbone of Retirement Security

2 Mins Read

Financial Security Challenges for Older Americans

2 Mins Read

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

Social Security: A Foundation, Not a Fortress

3 Mins Read

5 Reasons Annuities Will Become a Force for the Baby Boomer Generation

We haven’t seen anything in the past like what is on the verge of happening with the annuity industry. The time will come when annuities will provide the very basis of most financial plans. Why? The answer is simple, safety, security and freedom from risk.
3 Mins Read

Protecting Your Family’s Inheritance: Beneficiary-Controlled Trusts

In a perfect world, your will would be drawn up, your assets would be distributed in a timely, no-hassle fashion after your death, and your family would be immediately able to enjoy the financial legacy that you spent your life creating for them. Unfortunately, no one lives in a perfect world, but a beneficiary-controlled trust can help ensure that your children will have access to their inheritance in a way that is faster, and is legally protected longer-than some of the more traditional methods. A Beneficiary trust is long-term many states allow this type of trust to remain in perpetuities for at least a century, if not longer. A Beneficiary trust also maintains a structure that protects assets from creditors,
2 Mins Read

The Impact of Annuities on Medicaid Eligibility

3 Mins Read

Unlocking the Essentials: A Comprehensive Guide to Survivor Benefits in Social Security

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 Retirement Distribution Strategy

2 Mins Read

Your Questions on Annuities Answered

2 Mins Read

Your Personalized Path to Financial Freedom with Annuities

2 Mins Read

Your Guide To Choosing A Tax Professional

Taxes are complicated, and full of regulations and ever changing laws. Depending on your situation, your tax return may be simple, or involve a series of very detailed steps. If you don’t know what you’re doing, tackling a complicated tax return by yourself can potentially create problems, i.e. audits, and trusting a local tax preparation service isn’t always a foolproof option either. A trusted tax professional, someone whom you’ve selected and whom you feel comfortable working with, is a valuable asset
3 Mins Read

Your Evolving Portfolio Mix

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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