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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

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

Will A Diverse Retirement Plan Provide Peace Of Mind

3 Mins Read

The Best Kept Secret in the Financial World

The best kept secret in the investing world is that almost nothing turns out as expected. I would agree. However, with some good old-fashioned American common-sense, it’s not difficult to observe the stock market pattern to this point has been bubble, crash, bubble, crash, bubble, crash…One look at a stock market chart confirms this. We get a new high in the Dow, and then we get a new low in the next crash. That’s been the pattern.
3 Mins Read

Exploring the Different Types of Individual Retirement Accounts

3 Mins Read

Will Your Retirement Accounts Last You To Age 117?

3 Mins Read

The Retirement Readiness Challenge Facing Generation X

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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