Five Simple Strategies to Maximize an Annuity’s Potential

Annuities are either products that retirees love or products which they despise.With so many different varieties of annuities, it is easy to see why. There...

Does the State Which You Purchase an Annuity in Matter?

Annuities are one of the most diverse retirment investment products available in the marketplace. They come in all shapes and sizes. While this fact...

The One Expense You’ll Need $300,000 to Cover in Retirement

Living out the rest of your years in retirement can be dreamy, but it’s important to remember that anything can happen and when it...

How to Put Your Tax Refund to Work for You

Tax refund day is always a good day, and while going on a shopping spree can be a form of retail therapy, there may...

Types of Annuities

Table of Contents Annuities An annuity is a contractual agreement with a financial institution or an insurance company which is meant to provide guaranteed minimum returns...

Congress Looking to Make Changes to U.S. Retirement System

Less than two years ago, the ‘Setting Every Community Up for Retirement Enhancement Act’ (Secure Act) significantly changed the nation’s retirement system.  The Secure Act...

2020 Annuity Downfall

2020 was a tough year for the annuity industry. Total annuity sales of $219 billion represented a 9% decline from 2020, according to the Secure...

Retirement Planning 101

A comfortable retirement requires planning. If you are just beginning to plan your retirement, then the most important thing to remember is that when you...

What Do You Know About Inflation Risk? Probably Not Enough

The "I" word has been all over the place lately, as federal policymakers push for more aggressive spending and economists worry about the impact...

Recent Posts