Lesson in Indexed Annuities Part 1

As we plan for our retirements, there are many financial instruments at our disposal. In addition to savings plans, employer‐matched retirement savings programs, and Individual Retirement Accounts (IRAs), annuities are a great option. There are several types of annuities; here, we’ll discuss indexed annuities and the factors influencing them. View the full presentation here. What… Read More Lesson in Indexed Annuities Part 1

Questions to Ask When Deciding Income Options in Retirement

Running out of money during retirement is a common fear for those close to retirement.  Finding the perfect income amount during retirement is different for every individual.  By answering some questions pertaining to income and expenses, the difficult task of income planning can be made simpler. Some questions that a person thinking about retirement, whether… Read More Questions to Ask When Deciding Income Options in Retirement

Important Strategies to Keep More Money in Your Retirement

To protect the money used in retirement, create a tax-smart retirement plan.   The bottom line is what is really important in a retirement account.  However, many people focus on the profits or losses over a short period of time and end up becoming stressed about their money.  Instead of lamenting about the lack of… Read More Important Strategies to Keep More Money in Your Retirement

4 Critical Steps in Creating, Protecting, and Preserving Wealth

Most Americans spend their entire careers saving money for retirement. Unfortunately, those same people may spend up to 40% of their earnings on taxes, dramatically impacting retirement funding. There are many options available for retirement planning that minimize the impact of taxes, helping you to build wealth faster and easier than ever. It is also… Read More 4 Critical Steps in Creating, Protecting, and Preserving Wealth