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Annuity Articles

Sidestep These Retirement Roadblocks

You've worked hard all your life, and now the glorious horizon of retirement beckons. It's time to enjoy the fruits of your labor, right?
2 Mins Read

Reviewing Your Retirement Plan

We find ourselves firmly planted in the year 2024, a time when reflection on our financial well-being is paramount. Specifically, we must ask ourselves a crucial question: have we reviewed our retirement plans yet?
3 Mins Read

Aligning Couples’ Retirement Goals Despite Differing Details

Retirement is often seen as the golden period of life, a time to relax, travel, and enjoy the fruits of decades of labor.
3 Mins Read

Smart Strategies for Retirement Income

Fluctuating stock markets, persistent inflation, and the uncertainty of government programs like Social Security can make the financial landscape seem daunting.
2 Mins Read

Retirement Reimagined for the Modern Era

Retirement, once a straightforward concept of leisure after a lifetime of work, has transformed in the modern world.
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

Enhancing Your Retirement Income through Spousal Social Security Benefits

Understanding how these benefits work is crucial to making the most of your retirement plan. Let's unravel this potential source of income.
2 Mins Read

QLACs are A Smart Strategy for Guaranteed Income in Retirement

As you approach retirement, one of the biggest concerns may be outliving your savings. After all, the prospect of running out of money later in life when you're less able to generate income is a significant source of stress for many.
2 Mins Read

Rethinking Finance in a Changing World

2 Mins Read

Reshaping Retirement in an Age of Longer Lives

2 Mins Read

Renting vs. Owning Your Home in Retirement

The traditional retirement dream often centers around owning a cozy, paid-off home. But is that always the best path?
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

Promises Made, Promises Kept: The ‘Cross Your Heart’ Investment

Wall Street made promises to all of us. They promised to provide us with products that had value and an agreed upon level of safety. They failed in that promise. The reason is very simple; they are greedy and placed their own needs and goals over the people who trusted them and their products. I happen to feel the blame is very narrow on the Wall Street category and responsibility really lies with only a handful.
2 Mins Read

Is Your Advisor Asking the Right Questions About Social Security

2 Mins Read

The Best Time for Tax Planning

Tax planning involves far more than scrambling in April to defer income and boost deductions. If you want to minimize what you pay in capital gains tax, reduce your year-end tax bill, and give less of your estate to Uncle Sam, you should be aware of the short- and long-term tax consequences of all your financial moves.
2 Mins Read

Is Buying An Annuity A Good Decision?

2 Mins Read

Smart Strategies for Retirement Income

Fluctuating stock markets, persistent inflation, and the uncertainty of government programs like Social Security can make the financial landscape seem daunting.
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 Dependents Are Counting On You

3 Mins Read

Your Credit Score in Retirement

3 Mins Read

Your Broker Wants You To Know All Quiet On The Western Front

3 Mins Read

You Spell Annuity S-E-C-U-R-I-T-Y

3 Mins Read

You Should Expect to Need Long-Term Care

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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