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…

Read More

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…

Read More

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…

Read More

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…

Read More

Most people don’t know how to choose—or when to leave—a financial or investment advisor. Have you had a less-than-pleasant experience with a doctor, salesperson, or restaurant server? Almost everyone has! Bad customer service, poor communication skills, and mistakes from inattention to detail happen in every field. However, for every negative experience, there are honest, experienced…

Read More
7 Strategies to Cut Your Tax Bill

Here are 7 strategies you can use besides deductions and credits to cut your tax bill: Tweaking your W-4 to increase your withholding if you have a huge tax bill. Decrease your withholding if you received a huge refund. Putting Money directly from your paycheck into a 401(k). This prevents the IRS from taxing whatever…

Read More

Most of our clients want to learn ways to increase income, reduce taxes and not run out of money while minimizing market risk and unnecessary fees. This informational program addresses the facts…the good, the bad and the small print. You will learn how to avoid the most common mistakes to help make sound financial decisions.…

Read More
coins in jar with plant growing

What are the benefits of fixed index annuities? Could a fixed index annuity make sense for your retirement portfolio? These questions are ones that come up more frequently as the options in Fixed Index and other types of annuities become more popular as a way to generate income in retirement. Exploring this type of product…

Read More