annuities

de-risking

De-Risking

“De-Risking.” This is a phrase you may hear more frequently as the market dips lower and lower.  It is a term often used when discussing how those who are near retirement can prepare when they know their future years of employment and wages are coming to an end, and their savings have dwindled dramatically due …

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Review the basics

Refresher

We try to educate our clients on annuities. Sometimes, it’s a good idea to review the basics. Click here to visit our annuities page. We’ve outlined information such as the different types of annuities, the nature of the underlying investment, the primary purpose of an annuity, the nature of the payout commitment, the tax status …

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We Have An Idea

This week’s article includes 4 ways for us to prepare and save enough to retire in 10 years. But we have the 5th idea, not mentioned in this article! As you accumulate savings meant to carry you through retirement (alongside your social security), we suggest putting some or all of those savings into a place …

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Is Your Social Security Check Going to be Enough For You?

As a reminder when you are considering where you can place your hard-earned savings to generate a guaranteed income, remember that FIAs are insurance products that can guarantee income over a period of time — even over a lifetime. Unlike a 401(k), the insurance company absorbs the risk of market downturns, guaranteeing a minimum floor, …

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