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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

Living to 100 Brings New Challenges to Retirement Planning

3 Mins Read

Late-Career Layoff? It’s Not the End of the World

2 Mins Read

Is Your Annuity Right For You? Let’s Talk About It

Okay, let's be honest – the word "annuity" might not set your heart aflutter.
2 Mins Read

Getting Started with Fixed Annuities

2 Mins Read

Discover Fixed Rate Deferred Annuities

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

Is Keeping Your Mortgage After 65 Smart or a Major Risk?

Once upon a time, the standard retirement goal was clear: pay off your home and live debt-free. However, changing economic realities have some retirees questioning this long-held belief.
2 Mins Read

Fixed Annuities are A Rock-Solid Income Option for Your Retirement Years

2 Mins Read

Social Security Tax: Funding a Vital Safety Net

We've all seen that line item on our paystubs: Social Security tax. But what exactly is it, and why does it matter?
2 Mins Read

The Road to Financial Independence

2 Mins Read

The Risks of Being Underinsured

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

Annuity Lie: You Die and the Insurance Company Profits

Here is a secret about insurance companies, a secret that puts everything in perspective. Insurance companies do not make decisions based on individuals; they make decisions based on a large pool of people. Their tool? The Commissioners Standard Ordinary Mortality Table, known as CSO. The statistical table allows insurance companies to know exactly how many people nationally in a specific age group will die. It is not a guess, it is pure science.
2 Mins Read

When is a Good Age to Consider Investing in An Annuity?

Annuities are designed as long term vehicles to be used later in life — at least until age 59 ½. To make annuity owners focus on their use later in life, the IRS imposes a 10% additional tax for any annuity accessed before that age minimum of 59 ½. The tax is in addition to any income taxes which may also be due on a pre-59 ½ distributions.
3 Mins Read

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

Mastering the Art of Financial Independence

2 Mins Read

Houston, we have a problem!

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

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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