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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

Maximizing Retirement Savings with Roth IRA Contributions for Tax-Free Growth and Withdrawals

Roth IRAs are a cornerstone of retirement planning, offering a blend of tax-free growth and withdrawal benefits that are hard to ignore. However, navigating the complexities of Roth IRA contributions requires a thorough understanding of the rules and regulations that govern these accounts.
3 Mins Read

A Holistic Approach to Retirement Planning, Securing Your Future from All Angles

3 Mins Read

The Retirement Expenses You Might Be Overlooking

3 Mins Read

What Happens to Your Social Security After You Die?

2 Mins Read

The Big “R” We All Talk About

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

Bond Funds or Individual Bonds: Which is Best for You?

There are both advantages and disadvantages to investing in Bonds and Bond Mutual Funds. The real reason for choosing which method actually depends on your personal situation and what you wish to accomplish. What are your goals?
2 Mins Read

Shaquille O’Neal, A Billion Dollars and Annuities

Shaquille O’Neal protects his large sum of money with annuities. He is left with zero financial fear.
2 Mins Read

Five Tips For Cybersecurity Consciousness

3 Mins Read

Get The Facts, Ask Joe Friday

2 Mins Read

How to Actually Plan for Retirement

Tips to solidify a real retirement plan.
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 Retirement Distribution Strategy

2 Mins Read

Your Questions on Annuities Answered

2 Mins Read

Your Personalized Path to Financial Freedom with Annuities

2 Mins Read

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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