Variable annuities can help you meet your long-term financial goals and provide a guaranteed income stream in retirement, but they are not without their drawbacks and considerations. It’s important to understand how variable annuities work and the benefits and risks involved. Variable annuities offer the strongest return potential with the highest risk of all annuities.…

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The predictability and stability of a fixed annuity have made it a popular choice for some saving for retirement. Annuities offer a guaranteed income stream that can help supplement your other retirement income sources, like Social Security and 401(k)/IRA distributions. What Is a Fixed Annuity? A fixed annuity is one in which the annuity purchaser…

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Annuities can provide supplementary income to your primary retirement savings. If you are looking to add some security to your portfolio with a guaranteed retirement paycheck and have several years before your retirement, a deferred annuity might be right for you. What Is a Deferred Annuity? A deferred annuity is an insurance contract in which…

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Company-provided pensions are on the way out, but what if there was a way you could purchase your own “pension” of sorts? What Is an Immediate Annuity? Annuities, in general, are purchased as an income guarantee to supplement other retirement income, like Social Security and 401(k)s. They reduce the risk of outliving your retirement savings,…

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Is investing in funds or stocks in alignment with your principles and beliefs important to you? If so, understanding what sustainable investing is and how you can make it work for you is the first step to making the move to more sustainable and socially responsible options. Sustainable investing is on the rise, but what…

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What you should know, key planning elements & why men should listen up, too! Planning for retirement and beginning this stage of life is multi-layered. It’s true that 90% of all women will eventually be solely in charge of household finances.1 This data is compounded by the fact that only 20% of women feel very…

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When you hear the word “risk” in association with your money and investing, what do you feel? Are you excited about the opportunity for high returns or feel a thrill of investing? Or do you worry that you’ll lose a portion of your nest egg—or everything? Do you think risk is naturally par for the…

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Crucial and important financial deadlines for this year’s calendar.  As we know planning ahead can make a world of difference. Whether you are saving for that rainy day, an unforeseen emergency or an exciting life event; good planning can be the difference of hundreds if not thousands of dollars in savings. With that, we invite…

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