News
Weekly guidance to help you make informed decisions about your financial future.
annuities
Joint and Why Not?
We’ve received some questions lately regarding joint ownership of an annuity, and why it can’t be done in qualified accounts. Joint ownership of an annuity ...
Read More →
Retirement
Not Surprising
It is not surprising that the thought of retiring is overwhelming to many due to major life shifts. This could include financial uncertainty, loss of ...
Read More →
Retirement
Preparing for the Future
Some clients have asked us what the difference is between having a life insurance policy that benefits their family, and having an annuity policy that ...
Read More →
Retirement
Choice and Chance
There is no one “ideal retirement.” But there are many ways to have a happy retirement if you have reflected on the choices you have, ...
Read More →
Retirement
Longevity
We frequently write about longevity and how important it is to have savings we don’t outlive. And while we’ve always striven to give our clients ...
Read More →