A Beginner’s Tutorial for Fixed Index Annuities

A Fixed Index Annuity is a tax-favored accumulation product issued by an insurance company. It shares features with fixed deferred

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What Is An Immediate Annuity?

A Single Premium Immediate Annuity (sometimes referred to as an “SPIA”) may be the right annuity for you if you

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What is an Annuity?

An annuity is a contract between an individual or entity and an insurance company. Premiums are deposited into the annuity

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Will You Make Smart Financial Decisions When You’re Older?

Last week I received a phone call from the daughter of a long-time client. She was visibly shaken and her

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A Retirement Income Strategy for do-it-yourselfers

For my money, here are two of the most critical retirement planning tasks: determining if you’ve saved enough money to

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A Beginner’s Tutorial for Fixed Index Annuities

A Fixed Index Annuity is a tax-favored accumulation product issued by an insurance company. It shares features with fixed deferred

Read more

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