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Annuity Articles

Living to 100 Brings New Challenges to Retirement Planning

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Late-Career Layoff? It’s Not the End of the World

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Is Your Annuity Right For You? Let’s Talk About It

Okay, let's be honest – the word "annuity" might not set your heart aflutter.
2 Mins Read

Getting Started with Fixed Annuities

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Discover Fixed Rate Deferred 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

What are Annuity Surrender Charges and How do I Avoid Them?

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Employer-Sponsored Retirement Plans

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Tips on Lowering Your Tax Burden on Retirement Funds

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Income Annuities – Bridging the Gap to Maximize Your Social Security

3 Mins Read

Is Your Retirement on Track?

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

Avoiding Probate With a Living Trust

Unlike wills, which are automatically submitted to probate and become public record after your death, living trusts keep your assets from becoming frozen and/or parceled out by a court appointed conservator. Estate planning is an essential strategy for the protection and preferred distribution of your assets and property, and a living trust should always be included in any effective estate planning document. Speak with your certified financial advisor and attorney for more information about the details specific to your situation.
2 Mins Read

Does Your Financial Plan Have A Cavity?

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Introduction to REITs

A Real Estate Investment Trust, or REIT, is a real estate company that offers common shares to the company, thus giving those on the “outside” the opportunity to invest in stock that might otherwise be unavailable to them. While a REIT is similar to any stock that represents ownership in an operating business, there are two features unique to an REIT that similar types of stock do not share. With REITs, its primary function is to manage groups of income-producing properties, and it must distribute most of its profits as dividends.
4 Mins Read

Mother, Banks and Options to Avoid Poverty

“My mother is sixty-seven-years old and has saved up a half-million dollars in a bank account earning about 1% interest. Obviously, not a very good interest rate. She wasn’t sure what to do to earn more money on her money. Her house was paid off as well as her car. She had been thrifty her entire life, but still felt like she was making a mistake keeping her money in a normal bank account. I want to find a way to help her.”
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Coronavirus Has Exposed Retirement Financial Land Mines

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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