The Three Biggest Misunderstandings About Annuities.

        Don't be mislead by annuity gossip. Misunderstanding: If you die owning an annuity, the company keeps the money. Annuities are contracts and as such have a designated beneficiary. In the event of death, the amount of funds in an annuity are passed immediately and directly to the beneficiary without the need [...]

By |2018-11-28T21:42:40+00:00November 27th, 2018|Annuities|

Five Tips For Cybersecurity Consciousness

Americans’ top worries about crime are “having your personal, credit card or financial information stolen by computer hackers” and “being the victim of identity theft” according to a Gallup survey published in late 2017. In a world that is going increasingly digital, we must all adapt, and retirees are no exception. A few years back, [...]

By |2019-01-14T23:01:58+00:00November 25th, 2018|General Business|

Small Fees Can Mean Big Impact on Your 401(k) Growth

Seemingly insignificant charges in retirement plans can add up!   So much fine print goes unread. Few people realize how significantly 401(k) account fees can impact their retirement savings efforts. AARP recently conducted a poll of 401(k) participants and the results were eye-opening: 71% incorrectly assumed that they paid no account fees at all, and [...]

By |2018-11-29T20:09:06+00:00November 19th, 2018|Retirement Planning|

Balanced Investment Strategy Guide

              Balance your investments to maintain stability Building a well balanced and diversified portfolio is a solid approach and plan for the conservative investor. There is an old saying about investing: "Bears make money, Bulls make money, but hogs get slaughtered." Choosing to invest with a balanced plan allows [...]

By |2018-11-29T20:10:22+00:00November 19th, 2018|Investing|

Is There An Ideal Age To Purchase An Annuity?

Modern annuities originally had a singular purpose: converting lump sums of money into income streams that would either last for a lifetime or some predetermined period. They were designed with retirees in mind, particularly those who needed a dependable income source to augment Social Security or other capital such as pensions or 401 (K) plans. [...]

By |2018-11-25T03:31:34+00:00November 13th, 2018|Annuities|

Five Reasons Women Should Consider Annuities For Retirement

5 reasons women should consider using annuities to create more prosperous, less stressful retirements If you’re a woman in or near retirement, let me ask you this: “How do plan to take what you’ve so diligently saved and turn it into a lifetime stream of dependable, predictable, tax-advantaged income?” If you’re like many of us, [...]

By |2018-11-06T17:05:58+00:00November 2nd, 2018|Annuities, Retirement Planning|