Retirement Planning

Retirement planning is figuring out how much money you will need to have saved up when you retire so that you can live comfortably. It involves estimating how long you will live and how much money you will need each year to cover your expenses.

Learn more about retirement planning from our financial advisors below.

If you are nearing retirement or already retired, are you still getting the same advice from your financial advisor? Is this the advisor you have had for the last 10,. . .

May 13, 2020

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Annuity contracts allow for 10% of the account value to be withdrawn annually, this can be done all at one or more than once. If an annuity is used as. . .
May 11, 2020

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What Divorced Women Need To Know About Money “Two major trends are profoundly impacting women. One, women are living longer—longer than men. Two, nearly half of marriages are likely to. . .

May 4, 2020

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Over my last 18 years of placing nearly $170 million of Fixed & Fixed Indexed Annuities in force for my client base. I often have had to overcome a stigma. . .

April 29, 2020

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If you’re like most people, you are somewhat, if not entirely, burned out on the whole coronavirus situation. It’s understandable given the tsunami of confusing information directed at us over. . .

Through the years, I’ve helped many people plan for retirement. By necessity, many of the conversations revolve around money. How much are your necessary expenses? What are your sources of. . .

As we enter new and dangerous waters, there are many new questions and concerns we’ll need to re-visit. Not only is our health at-risk daily, but so is our livelihood.. . .

March 20, 2020

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Can you time the stock market? Over the years, many systems and many experts have tried to do just that. Some have succeeded, but mostly only for a short period. . .

February 12, 2020

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How safe is your fixed indexed annuity? Should you trust a fixed indexed annuity with your important retirement funds? What happens if an insurance company were to fail? These and. . .
February 11, 2020

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Could the Millennial Generation’s retirement create the most significant financial drain in taxpayer history? Everyone knows or has heard of the Millennial generation. As of 2019, the Millennial generation surpassed. . .

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Annuities are a safe and reliable investment. 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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