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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

How the Market Value Adjustment (MVA) Affects Annuities

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The Transition From Saving to Spending

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Practice Makes Perfect in Retirement

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Key Performance Indicators in Gauging the Health of Your Retirement Plan

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How the 2024 Social Security COLA Affects Your Finances

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

The Rise of Fixed Index Annuities

3 Mins Read

Safety Doesn’t Take a Holiday

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How To Use Income Annuities In Retirement Planning

There are a number of different choices you can make when setting up your income annuity. These choices will determine how much money you receive each month, how much you leave to your heirs, and other important choices.
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Which Life Insurance Policy Should I Choose

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Annuities, The Big Three: Fixed Interest, Fixed Indexed, and Variable

A bank guarantees the deposit and interest on a bank CD, with a fixed interest annuity, the insurance company guarantees the product. There is one basic different between a bank CD and a fixed interest annuity, the tax liability on interest earned in a fixed interest annuity is deferred until the funds are touched or used. Interest rates can vary between states of residence and offerings from insurance companies.
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

Your Retirement Distribution Strategy

2 Mins Read

Your Questions on Annuities Answered

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Your Personalized Path to Financial Freedom with Annuities

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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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