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Annuity Articles

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

Enhancing Your Retirement Income through Spousal Social Security Benefits

Understanding how these benefits work is crucial to making the most of your retirement plan. Let's unravel this potential source of income.
2 Mins Read

QLACs are A Smart Strategy for Guaranteed Income in Retirement

As you approach retirement, one of the biggest concerns may be outliving your savings. After all, the prospect of running out of money later in life when you're less able to generate income is a significant source of stress for many.
2 Mins Read

Rethinking Finance in a Changing World

2 Mins Read

Reshaping Retirement in an Age of Longer Lives

2 Mins Read

Renting vs. Owning Your Home in Retirement

The traditional retirement dream often centers around owning a cozy, paid-off home. But is that always the best path?
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

The Annuity Purchasing Process

3 Mins Read

The Best Time for Tax Planning

Tax planning involves far more than scrambling in April to defer income and boost deductions. If you want to minimize what you pay in capital gains tax, reduce your year-end tax bill, and give less of your estate to Uncle Sam, you should be aware of the short- and long-term tax consequences of all your financial moves.
2 Mins Read

Joint and Survivor Annuity

A joint and survivor annuity is held by two or more individuals, usually by husband and wife, under an arrangement wherein annuity payments are made in full while both the contract holders are alive, and at a pre-specified percentage (50-100%) of the full amount after the death of one of the annuity holders. One of the annuity holders is the primary annuitant while others are joint annuitants.
3 Mins Read

The Role of Annuities in a Diversified Investment Portfolio

2 Mins Read

Exploring the Different Types of Individual Retirement Accounts

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 Dependents Are Counting On You

3 Mins Read

Your Credit Score in Retirement

3 Mins Read

Your Broker Wants You To Know All Quiet On The Western Front

3 Mins Read

You Spell Annuity S-E-C-U-R-I-T-Y

3 Mins Read

You Should Expect to Need Long-Term Care

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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