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.
April 9, 2024

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Alright, let’s have an honest chat about estate planning. I know it’s not the most exciting topic, but trust me, it’s one of the most important things you can do. . .

March 7, 2024

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As more Americans opt to delay Social Security benefits for higher payouts, a strategic tool has emerged to bridge that income gap: the income annuity. Let’s explore how these annuities. . .

February 9, 2024

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When financial planning for retirement, the quest for stability and predictability often leads to a crossroads: how can one ensure a steady income in their golden years, amid the ebb. . .

January 19, 2024

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In a world defined by pixels and bytes, safeguarding your legacy extends far beyond dusty wills and bank accounts. The digital tapestry we weave through emails, photos, and social media. . .

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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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