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Important Questions To Ask Before Buying A Fixed Annuity

February 19, 2022

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Five important questions to ask when you are considering an annuity.. . .

Charitable Gift Annuities Can Provide Benefits

February 11, 2022

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Does a Charitable Gift Annuity make sense for you? A Charitable Gift Annuity may be an option if you have big dreams and a big heart but a shrinking pocketbook. . .

Inflation and Fixed Indexed Annuities. Can You Protect Yourself?

February 8, 2022

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Inflation is the rise over time in the price of goods and services. Is a loaf of bread higher than it as the year you were born? Inflation is measured. . .

Why Should Retirees And Pre-Retirees Choose A Fiduciary Advisor?

February 1, 2022

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“The term fiduciary is getting a lot of press lately. But do retirees and those about to retire genuinely understand what it means? Andrew Winnett For a long time, many. . .

Do Annuities Have Fees?

January 14, 2022

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Fixed annuities are issued by insurance companies and offer interest for a specific time period (other benefits also). Variable annuities are securities sold by licensed security brokers, their products (variable. . .

History of the SECURE Act of 2019

January 13, 2022

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The SECURE Act, also known as “The Setting Every Community Up for Retirement Enhancing Act” of 2019, was approved by the Senate on December 19, 2019, after initially passing through. . .

Endowment Annuities, Also Known as the Model T Annuity

January 7, 2022

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Endowment Annuitie have been been replaced by modern day annuities.. this article explains the evolution of the annuity.. . .

My Least Favorite Annuity

December 2, 2021

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Variable Annuities are my least favorite of the annuity types. They once served a purpose in the 1980s and 1990s when the stock market was thriving for a longer period. . .

Women, Annuities and the Need to Outsource Retirement Income Management

November 17, 2021

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Let’s face it, if all the market did was go up, the need for annuities would not exist. The reality is the market goes down, sometimes drastically. The 90’s exposed. . .

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