Annuities

An annuity is an insurance product that can provide you with a stream of payments for a set period of time, typically after you retire. The payments are made either for a specific number of years or for the rest of your life.

Learn more about annuities from our financial advisors below.

April 5, 2022

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“You might be surprised to discover that much of what you hear about annuity products are either misleading or not true at all.”  Steve Kerby Annuities are risk transfer products. . .

April 5, 2022

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“If you are waiting for interest rate hikes before purchasing an annuity, you may want to reconsider.” Joe Edgeworth The Federal Reserve has begun declaring interest rate changes in the. . .

April 2, 2022

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I believe that the basis of all long term investing that concern funds for retirement should be in something safe and secure and free of risk. I also believe that. . .
March 15, 2022

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This is a story that most of us have heard before. Previously when you retired from your long-time employer, you received the “wristwatch “and your pension. Your pension plan was. . .

March 9, 2022

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“If you want to create a lifetime income stream from your fixed index annuity you can either take a lump sum payment or turn it into a series of payments. . .

March 6, 2022

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A terrific article in the Wall Street Journal based on research by economist Barry Bosworth at the Brookings Institution crunched the numbers and found that the richer you are, the. . .
February 26, 2022

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“It’s fantastic if you inherit an annuity, but you need to understand the tax implications and how to make them more favorable.” –Lyle Boss You cannot escape taxes if you. . .

February 18, 2022

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“A “joint and survivor” annuity may provide greater peace of mind for couples over 65.  You will need to do some research before you purchase, however.”  Joe Edgeworth As you. . .

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. . .

February 9, 2022

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“Many self-employed and career women are concerned about their retirement plans. However, there appears to be a profound disconnect between concern and action.” Eric Hutter For many women, traditional notions. . .

View The Best Annuity Rates Available Now

Annuities are a safe and reliable retirement product. They can transform your savings into a more predictable income. Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life.

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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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Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life.

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