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Annuity Articles

Fixed Annuities are The Quiet Backbone of Retirement Security

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Financial Security Challenges for Older Americans

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Secondary Market Annuities

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Early Retirement Is A Choice For Some And A Necessity for Others

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Don’t Miss These Overlooked Retirement Tax Saving Opportunities

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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.
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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.
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Planning for a Purposeful Retirement

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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.
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No 401(k)? Alternative Ways to Power Your Retirement Savings

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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

Unlock A Hidden Asset

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Living Wills: Frequently Asked Questions and Answers

Estate Planning is the way to ensure that your assets and property are dealt with in the manner that you choose, even after your death. Along with a will, living trust, and other estate planning documents, a living will is crucial when it comes to stating, and securing, your wishes.
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Creditor Protection: The Annuity Option

With current bankruptcy laws making it more difficult to qualify for debt relief on still available avenue could be the use of an annuity. In some states the income from an annuity payment is protected from creditors. Each state is different and many states have had these laws come under fire because of lawsuits. It is important to always ask for legal and tax advice when considering using an annuity as a protected asset.
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The Ugly Truth About Women And Retirement

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What Do Experts Say About Using Annuities for Retirement Planning?

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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

US Treasury Floating Notes

The recent government decision to issue “floating rate notes” (FRN) could have a dramatic and dangerous effect on our economy and our industry. The government’s plan is to issue FRN with an adjustable rate reestablished every 6 months. Instead of fixed interest rate notes, this new approach would have a variable interest rate.
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US Treasury EE Saving Bonds: Good Idea Or A Stinker Idea?

Buying a US Treasury EE Bond can be a great idea if you want your funds held long term and have no need for the funds prior to their 20 year maturity. EE Bonds offer fixed interest rates for the life of the bond. The maturity period for EE Bonds is 20 years, if you redeem the bond in the first 5 years of ownership, there is a penalty affixed. EE Bonds offer safety, market yield and tax deferred interest compounding.
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Up Down Up Down Up Down

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Unveiling the Comprehensive Benefits of Fixed and Fixed Indexed Annuities

3 Mins Read

Unraveling the Mysteries of 401(k)s for Wealth Growth

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

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