Annuities

An annuity is an insurance product that can provide you with a stream of payments for a set period of time, typically after you retire. The payments are made either for a specific number of years or for the rest of your life.

Learn more about annuities from our financial advisors below.

“You cannot avoid paying taxes on an inherited annuity, but there are several things you can do to defer the pain.” While inheriting an annuity from a loved one can. . .

June 3, 2021

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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. . .
June 2, 2021

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“Annuities are among the most misunderstood retirement and income products on the market. Even some agents who sell annuities don’t truly understand them or their power to transform your retirement.”. . .

June 1, 2021

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“There is a massive disconnect between how much money people think they’ll need in retirement and their actual expenses once they no longer work.”   Steve Kerby Retirement marketing tends to. . .

June 1, 2021

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Animals can help us understand how the market dictates movement, up or down. “I have a million dollars in the stock market because if I lose a million dollars, I. . .

You’ve likely heard of the 4% rule. William Bengen came up with it as he tried to answer the two most common questions his clients asked him. Those questions were:. . .

May 24, 2021

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“Conventional financial wisdom says people should only purchase annuities shortly after they retire, around ages 65-75. But, conventional wisdom may not be right for everyone.”- Ed Hochard In general, people. . .

Many retirees today purchase cash dividend stocks as another source of income during their retirement.  While there are several positive attributes of cash dividends, they all carry a risk….and uncontrollable. . .

Everyone wants a stress-free retirement, but so many retirees are constantly worried about their financial wellbeing. How do you overcome the stress of establishing a safe retirement plan? Many are. . .

May 10, 2021

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In choosing the right place to grow your retirement nest egg, there are a host of financial products available. What are the best options for you and your money? You. . .

View The Best Annuity Rates Available Now

Annuities are a safe and reliable investment. They can transform your savings into a more predictable income. Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life.

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Content in our posted articles is deemed to be accurate but topics, facts and laws can change. It is always a good idea to verify facts before making decisions. Always seek authorized and professional advice regarding financial decisions which includes investing, annuity purchases, tax planning, changes in a financial portfolio and retirement planning.

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Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life.

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