December 21, 2020
Article
A year-end review helps you cut taxes, build retirement savings, rebalance your portfolio, and earn more interest.
November 23, 2020
CD rates are under 1%, but comparable annuities can pay more than 2% to 3% guaranteed and are tax-deferred.
November 09, 2020
You can take advantage of key sectors likely to rise down the road from economic recovery, though this may be delayed by the current second wave of the pandemic.
November 02, 2020
By pruning gains incrementally over time and moving the cash into lower-risk assets, you can preserve gains and thus grow your account values in preparation for retirement.
October 19, 2020
An annuity can yield guaranteed lifetime income—a private pension that helps you sleep at night.
October 12, 2020
The classic dichotomy of growth stocks versus value stocks may be at a pivot point.
September 08, 2020
Special type of annuity lets you cut IRA RMDs next year, cut taxes and guarantee more lifetime income in old age.
July 28, 2020
May 25, 2020
May 18, 2020
With so many annuities available today, it’s important to choose the one that is right for you and your specific needs.
