The 3 Biggest Concerns About Variable Annuities

Variable annuities and fixed annuities are very different creatures. Fixed annuities earn a set rate of interest for a specific time period. Variable annuities invest your funds in separate accounts (sub accounts) that invest in securities such as stocks and bonds, etc. Each separate account will offer specific investment objectives, you select the accounts that will best help you reach your goal. Here are specific points to understand before investing in variable annuities.

By |2020-08-05T22:12:49+00:00March 28th, 2020|Annuities|

Variable Annuities | Tips to fully understanding variable annuities

If you are considering the purchase or if you already own a variable annuity make certain you fully understand how they work. Annuities can be a good decision and they can also be your worst nightmare. The difference depends on how the benefits of a variable annuity can benefit you Listed below are 10 things to fully understand before buying a variable annuity.

By |2020-04-12T23:50:20+00:00February 13th, 2019|Annuities|

Don’t Let Extreme Fees Ruin Your Retirement

Don't let fees and expenses erode your retirement account Last week I met with a couple (I’ll call Bill and Mary) planning to retire in two years. Over their working careers, they had built up a nest egg of about $400,000. They are carefully taking steps to change their portfolio from an accumulation strategy to [...]

By |2020-04-14T18:21:26+00:00May 27th, 2017|Annuities, Financial Planning|