Annuities
Latest
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How to Guard Your Finances in Case Cognitive Decline Sets In
Many of us are at risk of cognitive decline, but there are things we can do to protect our finances from its effects.
By Chris Heye, PhD Published
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How to Get More Retirement Income From Your 401(k)
An integrated approach of investments and annuities could provide you with more retirement income in addition to protection against inflation and late-in-life expenses.
By Jerry Golden, Investment Adviser Representative Published
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Don’t Bet Your Retirement on Stocks: Follow These Four Tips
Keep a generous amount of your savings in the stock market, but make stocks only part of your retirement income plan to manage the risks.
By Jerry Golden, Investment Adviser Representative Published
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Too Heavy in Stocks? Annuities Could Be a Rebalancing Option
Annuities, especially multiyear guarantee annuities, offer a way for Baby Boomers to rebalance their portfolios, while providing good rates and tax advantages.
By Ken Nuss Published
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Nervously Nearing Retirement? Four Do’s, Four Don’ts and One Never
With so many critical decisions to make and lots of opinions to consider, here are some common-sense tips to keep you on track.
By Thomas Diorio Published
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Do You Have Enough Income to Retire? That Is the Question
To be or not to be secure in retirement… Income planning is critical, and that means testing different strategies and products to get your best outcome.
By Jerry Golden, Investment Adviser Representative Published
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Advisory Annuities Let You Eliminate the Middlemen
With a traditional annuity, multiple entities take a cut before you get yours, but there’s a new, interesting option that, for some, is worth considering.
By Samuel V. Gaeta, CFP® Published
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Considering Annuities? Here’s What to Keep in Mind
It takes time and effort to understand the many different types of annuities that are available and whether they’re right for you. You can start here.
By Joseph Cervinka Published
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Remember: Retirement Accounts Are Not All Taxed the Same
How you handle your pre-tax and after-tax accounts can make a big difference in your income in retirement and the legacy you leave.
By Jerry Golden, Investment Adviser Representative Published