Understanding the Classic Fixed Annuity
Weekly Update – 6/28/23 Whether you’ve learned about annuities before or it’s your first time hearing about them, it’s important to first understand the basic concept and one of its simplest forms. In general, an annuity is a financial product that provides a steady...
5 Social Security Strategies to Consider
Social Security is not something you should just set and forget. There are many factors that determine the level of benefits you receive. Here's a checklist of 5 Social Security strategies you should consider when planning for your retirement to maximize your income...
Are Annuities Right for You?
Weekly Update – 6/21/23 Annuities can be an excellent addition to your financial and retirement portfolio, but it's essential to determine whether they're the right fit for you and your financial goals. Here are some ways to know if annuities are right for your...
Your Checklist for Covering Unexpected Expenses in Retirement
Preparing and planning for unexpected costs in retirement is an essential step in ensuring financial security and peace of mind. Here is a checklist of steps to take to help you prepare for unexpected costs in retirement: Create a budget for retirement: Before you...
How Do Annuities Really Work?
Weekly Update – 6/14/23 An annuity is an investment product that is designed to provide a guaranteed income stream for a predetermined period, often for the rest of one’s life. An annuity is typically purchased from an insurance company, and the purchaser makes...
Retirement Tips for the High Net-Worth Individual
Weekly Update – 5/31/23 Retirement is a major milestone in the life of every individual, and it is no different for high-net-worth individuals. If you’re one of these individuals, you may think that being comfortable means you can worry less about retirement planning....