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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

2 Mins Read

Choosing the Right Tax Professional for Small Businesses

2 Mins Read

Are You Part of the “Forgotten Middle?”

2 Mins Read

Don’t Let Outdated Plans Derail Your Legacy

3 Mins Read

Beyond the Basics of Fixed Annuities

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

QLACs: A Secure Retirement Income Option Enhanced by SECURE Act 2.0

QLACs, or Qualified Longevity Annuity Contracts, are a specialized type of annuity designed to provide guaranteed income in later retirement.
2 Mins Read

Prepping for Retirement in the Home Stretch

With just five years left until retirement, the countdown has officially begun. This crucial period is your last chance to ensure that you are financially prepared for the lifestyle you envision post-retirement.
3 Mins Read

Planning for a Purposeful Retirement

3 Mins Read

Phased Retirement Could be your Path to a Fulfilling (and Financially Secure) Retirement

The classic image of retirement – a clean break from your career into endless leisure time – is being replaced by a more flexible approach: phased retirement.
2 Mins Read

No 401(k)? Alternative Ways to Power Your Retirement Savings

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

Steve Kerby Honored With Prestigious Invitation

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Understanding “Simple” 401(k)s: an Overview

2 Mins Read

DOs and DON’Ts for Reducing Your Taxable Income  

2 Mins Read

Reshaping Retirement in an Age of Longer Lives

2 Mins Read

A Comprehensive Guide To Annuities And Annuity Investing

In its simplest definition, an annuity is an amount payable annually. For our purposes, however, an annuity describes a contract offered by an insurance company that allows you to accumulate funds for retirement on a tax-deferred basis. Upon retirement, you’ll receive income from the annuity that can be guaranteed by the insurer to last either a fixed number of years, or as long as you live. An annuity is neither life insurance nor a health insurance policy, and it’s not a savings account or a bank Certificate of Deposit.
5 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

You Or Your Funds: Who Will Cross the Finished Line First?

3 Mins Read

Worry and Concern Over Medical Costs And Expenses

2 Mins Read

Women, Annuities and the Need to Outsource Retirement Income Management

Let’s face it, if all the market did was go up, the need for annuities would not exist. The reality is the market goes down, sometimes drastically. The 90’s exposed millions to the rewards of investing. The last four years showed the frightening side of the market. The fixed/indexed annuity plays well to people because of its combination of protection and potential.
2 Mins Read

Women Focused Financial Planning

3 Mins Read

Women Are Not Equal to Men in Retirement

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

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