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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

The Annuity Advantage

2 Mins Read

Fighting Our Inner Financial Foes

2 Mins Read

Choosing the Right Financial Advisor for Retirement

2 Mins Read

Embracing Aspirations and Creating Positive Money Habits in 2024

3 Mins Read

Don’t Get Trapped! Navigating RMDs and Retirement Taxes

IRAs, 401(k)s, and other retirement plans offered through employers play a crucial role in accumulating wealth while enjoying tax advantages.
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

2 Mins Read

Secondary Market Annuities

2 Mins Read

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

Addressing Retirees’ Biggest Concerns with Fixed Indexed Annuities

3 Mins Read

Houston, we have a problem!

3 Mins Read

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

Living Trusts: Frequently Asked Questions and Answers

A living trust is an important tool in financial planning, and it is vital that you are fully informed about all of the details of this, and other legal documents. Be sure to meet with your certified personal financial planner to discuss your personal situation and living trust options before making any final decisions.
3 Mins Read

As The American Pension Dwindles Annuities Emerge as a Solution

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

Women And The Retirement Nightmare

2 Mins Read

Women and Pensions, a Danger Sign

Untold millions of women face the problem of insufficient income because their spouse made the wrong choices when selecting pension retirement options. The same mistake can also be made when choosing the wrong income option with an annuity.
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Women And Investing It’s A Different World

3 Mins Read

Women & Retirement: Building a Life That Fits, Not Shrinks

2 Mins Read

Winning Investment Strategy

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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