Savings or Annuities: How do They Compare?
If you’re quickly approaching retirement, you’re probably asking yourself an all-too-common question: should I invest in a bank CD or an annuity? You’re not alone. Consumers across the nation are…
Seven Costly Estate Planning Mistakes
You’ve worked many years to create a financial legacy for your family. But estate planning laws are complicated. One or two simple mistakes can derail an estate plan and cost…
When to Call Your Financial Advisor
If you’re experiencing a major life change of any kind, or facing a crucial financial decision, it’s a good idea to make an appointment with your financial advisor. Here are…
You Can Insure Against Outliving Your Assets in Retirement
Life expectancy continues to increase in the United States. While a male born today can expect to live about 75 years and a female nearly 80, once you reach the…
Who Will Pay Your Mortgage in the Event of the Death of a Breadwinner?
Sadly, thousands of Americans lose their homes every year because they can no longer make the insurance and mortgage payments on their home following the unexpected death or disability of…
How to Invest for Guaranteed Income
Looking for guaranteed income? It’s not easy – and you’re not likely to get rich on guaranteed income generators alone. One of the fundamental rules of investment is that rewards…
What to Do If You Don’t Have an Emergency Fund
Four in every 10 U.S. households can’t cover an unexpected expense of $400, according to the Federal Reserve’s recently released “Economic Well-Being of U.S. Households Report.” Most personal finance experts…
Six Steps to Estate Planning Peace of Mind
Most of us don’t want to think about or discuss what will happen after we die. Because estate planning forces us to do just that, we tend to avoid it. …
How to Make Retirement Savings Last a Lifetime
Lifetime income annuities provide the best means to ensure against outliving one’s assets in retirement, according to a study from research fellows at the Wharton Financial Institutions Center. The study,…
Annuities are a Safe Investment in an Unstable World
Everybody looks like a genius when the markets are doing nothing but climbing. But we all know that markets can go down as well as up. Stocks of any kind…
Let's Talk—Schedule
Your Complimentary
Consultation Today!