November 2018

May 6, 2024

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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. . .

May 6, 2024

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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. . .

December 19, 2024

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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:. . .

August 1, 2024

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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. . .

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. . .

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