by Laurel | Feb 12, 2026 | Annuities, Financial products, Income during retirement, Income Rider, Indexed Annuity, Preservation of Capital, Retirement, Retirement Income, Retirement Planning, RMD
Eliminating Sequence of Returns Risk in Retirement How a Fixed Indexed Anuity with an Income Rider Can Protect IRA RMDs One of the greatest hidden risks in retirement planning is sequence of returns risk. This risk becomes especially dangerous when retirees are...
by Laurel | Mar 6, 2020 | Income during retirement, Insurance and Retirement Planning, Retirement, Retirement Planning
I hear a lot of clients talk about how well the stock market has been doing since the crash of 2008. “Oh, yeah! Ive made all the money back and then some!”… the same ole story. But let me ask you this: What if you were having to take income during...
by Laurel | Dec 5, 2019 | Income during retirement, Retirement
Life Insurance in Retirement Most people think of life insurance in terms of the financial benefits it provides to relatives when you die. But many don’t realize that you can often use it to your advantage even sooner. Certain types of life insurance policies can be...
by Laurel | Jul 29, 2019 | Financial products, Income during retirement, Indexed Annuity, Insurance and Retirement Planning, Multi-Year Guarantee, MYGA, Preservation of Capital, Retirement, Retirement Income, Retirement Planning, RMD
Are annuities a good investment? If you are buying them for the right reasons, they can be. You can buy annuities for safety, long-term growth, or for income. For example, a fixed annuity might make an attractive alternative to a CD, a variable annuity might be bought...
by Laurel | Jul 9, 2019 | Income during retirement, Indexed Annuity, Insurance and Retirement Planning, Retirement, Retirement Income, Retirement Planning
Is a Fixed Indexed Annuity right for me? If you: àhave a retirement plan in place, but want to add balance to the mix àneed your earnings to never fall below zero àwant growth potential, coupled with principal protection from market loss àseek a guaranteed...
