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Stay informed with our expert-written articles thatbreak down the complexities of annuities, offeringpractical tips and valuable knowledge for securingyour financial future.

Annuity Articles

How to Avoid a Retirement Strained by the Burden of Debt

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Choosing the Right Tax Professional for Small Businesses

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Are You Part of the “Forgotten Middle?”

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Don’t Let Outdated Plans Derail Your Legacy

3 Mins Read

Beyond the Basics of Fixed Annuities

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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

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?
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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.
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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.
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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 Indexed Annuities And The Road Analogy

3 Mins Read

The Zoo: Understanding Bulls, Bears and the Deer

3 Mins Read

Avoid Mistakes When Buying Life Insurance

These common mistakes can have a devastating effect on the beneficiary of the life insurance and can cause unnecessary and undue harm. Approaching the purchase of the life insurance policy with sufficient information can help avoid these basic mistakes and have the policy provide the desired protection.
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Be Cautious Of Those Bearing Financial Advice

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Charitable Gift Annuities

A charitable gift annuity (CGA) provides a structured way to give to charity while securing your own future. A gift annuity purchaser secures immediate tax relief, in addition to monthly dependable retirement income stream. The way this works is that in return for a lump sum gift contribution, the charity guarantees you a steady income for the rest of your life, options include immediate or deferred
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

Your Retirement Distribution Strategy

2 Mins Read

Your Questions on Annuities Answered

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Your Personalized Path to Financial Freedom with Annuities

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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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