Articles By Robert Cannon

Robert Cannon, AIFA® has more than three decades of experience working with affluent investors, businesses, and hedge funds across the United States. He places a key focus on creating lifetime income plans for retirement, and in doing so, Robert guides his clients through a very distinctive wealth management and investment process that is specifically designed for financially successful individuals, couples, and families.
December 5, 2024

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Annuities are often misunderstood financial products. Many people shy away from them because of common misconceptions that may cloud their judgment. Whether you’ve heard misleading information from friends or seen. . .

November 8, 2024

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Due to various economic factors, planning for a comfortable and financially secure retirement may be challenging. While many are aware of inflation, there’s another significant but less familiar hazard: sequence-of-returns. . .

November 1, 2024

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You always hope to enjoy a long and healthy retirement and might even want to leave a legacy behind to your beneficiaries. This is possible if you take into account. . .

October 25, 2024

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Annuities and 401(k)s are both strategies for saving and accumulating retirement assets and maintaining financial security during retirement. The right choice for you depends on your financial goals, income, risk. . .

October 24, 2024

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Annuities: A Tax-Deferred Tool for Retirement Planning Annuities play a crucial role in retirement planning by offering a mechanism to build wealth and secure income through tax deferral. One of. . .

September 19, 2024

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Retiring abroad is an exciting prospect for many, offering the opportunity to immerse oneself in a new culture, enjoy different landscapes, and potentially lower the cost of living. However, making. . .

August 14, 2024

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Inflation is a critical factor to consider in retirement planning, as it may erode the purchasing power of your savings over time. With prices for goods and services rising, retirees. . .

July 10, 2024

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As we age, the chances of requiring help with everyday tasks rise considerably. This is where long-term care insurance (LTCI) becomes essential. For numerous individuals, long-term care (LTC) insurance might be unfamiliar,. . .

June 6, 2024

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Retirement planning is a crucial aspect of financial management, especially when it comes to ensuring a steady income stream throughout one’s retirement years. One effective strategy to achieve this is. . .

May 2, 2024

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Retirement is a new chapter filled with possibilities – travel, pursuing hobbies, or simply savoring newfound free time. However, to truly enjoy this stage of life, it’s vital to set. . .

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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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