Annuities

Review the Basics

Refresher

We try to educate our clients on annuities. Sometimes, it’s a good idea to review the basics. Click here to visit our annuities page. We’ve outlined information such as the different types of annuities, the nature of the underlying investment, the primary purpose of an annuity, the nature of the payout commitment, the tax status …

Refresher Read More »

retirement saver

What Every Saver Needs to Know

This week’s article focuses on the fact that while “everyone’s retirement is different, 2022 is going to have some big differences from 2021 that will affect almost every retiree and retirement saver to some degree.” The article explains the specifics of what those differences are, including: Higher social security payouts Higher standard deductions for your …

What Every Saver Needs to Know Read More »

Is Your Social Security Check Going to be Enough For You?

Whether you’re recently retired, nearing retirement, or a few years in, an annuity can help build tax-deferred savings. Why is that important? Annuities can provide a guaranteed lifetime income to supplement your social security. According to a Gallup poll, 85% of investors “strongly agree that it’s important to have a guaranteed income stream in retirement …

Is Your Social Security Check Going to be Enough For You? Read More »

Scroll to Top