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June 23, 2021

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Most people are just not prepared to deal with the expense and life change a LTC situation would bring. Costs can easily exceed $7,000 a month or more and frankly. . .
June 21, 2021

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Retirees say they would rather die than run out of money! Not so fast! Annuities provide income for life.– Rick Maraj The Retirement landscape has changed, and more and more. . .

June 21, 2021

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Think of your money for its intended use and for most of us that would be retirement income and money to enjoy the security later in life. There is a. . .
June 10, 2021

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“For years, pre-retirees have been told to follow a “120 minus your age” investing formula. But, do dramatic shifts in the economic landscape make that advice obsolete?” Eric Coons A. . .

June 8, 2021

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Fixed Indexed Annuities are valuable tools for many who are planning their retirement. Along with a company pension and social security, a Fixed Indexed Annuity can provide the basis for. . .
June 7, 2021

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Investment choices made today can dramatically shape your financial outlook in the future. Be sure to educate yourself in all aspects and options of your 401k plan, and meet with. . .

William Bengen is considered the father of the systematic withdrawal theory. Bengen, in his extensive research, tested hundreds of portfolios to create a standard portfolio withdrawal rate that would survive. . .

June 4, 2021

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“Both an annuity and a bond can assure you of a steady income when you retire. But these two instruments have some important differences. So it’s crucial to know exactly. . .

“Since the pandemic was first declared, over 2 million older workers have exited the workforce for good. But, unfortunately, this is not always by choice.”- John Ripley Forced early retirement. . .

“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. . .

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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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