Annuity Payout Options: What You Need to Know

"If you are preparing to purchase an annuity, you will need to decide when you want your stream of periodic payments to begin. The time when the income stream turns on is known as the "annuitization" phase. "- John Ripley There are several ways to receive payments during the annuitization phase of an annuity contract. [...]

What The Pandemic Has Taught Us About Financial Planning

Like most people, I have found myself challenged by the fallout from the COVID-19 pandemic.  The social consequences are genuine, so is the financial impact as millions of Americans face economic hardship and uncertainty. - Tim Davis, CLU, CEBS As is the case with most of life, each hardship and challenge contains lessons to be [...]

By |2020-09-11T17:58:31+00:00September 8th, 2020|Retirement Planning|

Women Focused Financial Planning

Do you really want or need a “woman-focused” financial advisory group? Many women, especially those in their 60’s and 70’s, grew up with the idea that managing household finances is a man’s responsibility. And, while the world has certainly changed, I have found that a lot of women’s attitudes toward money have remained mired in [...]

By |2020-04-15T01:10:33+00:00March 12th, 2019|Financial Planning|