Nearly every American understands that taxes are one of their most significant expenses. Wealth planners regard taxes and inflation as the two most erosive forces impacting savings. Tax planning strategies are critical components of sound retirement planning, even for those in mid-to-low income brackets.
If you’re a senior considering purchasing an annuity, congratulations! An annuity can be a fantastic safe money option that provides a reliable income stream in your retirement years.
Are you making one of these 8 common annuity mistakes? Read More »
Retirement planning is a complex and often misunderstood topic. Many people have misconceptions about what retirement should look like, especially if they haven’t taken the time to learn about the realities of retirement or have no plans.
What are some of the most effective ways to make your retirement savings last? Read More »
In an unpredictable economic environment, there seems to be no haven for your cash. The lack of a safe place for money is one reason people choose fixed indexed annuities (FIAs) as the cornerstone of their financial plans.
“So, you’ve finally decided you’d like to have guaranteed income for life, a safeguard against outliving your savings, and a legacy for your loved ones. You want an annuity, but how do you go about buying one?”
How can retirees and pre-retirees confidently purchase an annuity? Read More »