1. 5 Reasons to Consider an Annuity in your Retirement Portfolio

    5 Reasons to Consider an Annuity in your Retirement Portfolio When people think the word “annuity”, they think of something that will lock their money up indefinitely and the only way that they will have access is through a series of periodic payments.  While this can be one way an annuity oper…Read More

  2. Need Income? The Market Might Not Be Your Best Bet!…. Understanding Sequence of Returns

    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 those down years?  What would that have loo…Read More

  3. When are Annuities a Good Investment?

    Annuities are a good investment if you are buying them for the right reasons. You can buy annuities for safety, long-term growth, or income. For example, a fixed multi-year guarantee annuity might make an attractive alternative to a CD; variable annuity might be bought for long-term growth, tax-defe…Read More

  4. Are You Looking for Guaranteed Principal Return and Growth?

    Are You Looking for Guaranteed Principal Return and Growth? Guaranteed Interest of 3.20% for 2 years, 4.10% for 5 years! Guaranteed ! In order to achieve your financial plan you have to purchase products that meet the purpose defined. One purpose in a financial plan is guarantee principal and growth…Read More