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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

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

Living to 100 Brings New Challenges to Retirement Planning

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

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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.
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Getting Started with Fixed Annuities

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Discover Fixed Rate Deferred Annuities

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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

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.
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Helping Baby Boomers Plan for Retirement

Most people can get the money they need for retirement without gambling heavily on equities, they just don’t know where to look. I’m in the business of helping Baby Boomers retire and post-retirees stay retired. My clients enjoy a hassle-free retirement; our planning assures safety, lifetime income, and potential for attractive returns—all while maintaining control of your money.
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Is Your Advisor Giving You The Right Advice?

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What Are Exchange-Traded Funds, And Should You Consider Them For Your Portfolio

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Understanding Your Social Security Survivorship Benefits

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

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.
3 Mins Read

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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