Income Planning & Annuities

If you’ve ever experienced the process of building a custom home, you know that there are seemingly endless options for how you can finish your ceilings, trim your walls, and install cabinets in [...]

Do you remember the days when you could walk across the stage at your high school graduation and, the very next day, walk from local business to local business and count on finding a solid job [...]

Non-qualified annuities—that is, annuities that are not part of an IRA or other tax-qualified retirement plan—can serve as a valuable component of your financial and estate plan. However, there [...]

Annuities are a popular investment option, particularly for individuals who are seeking a source of consistent income. As there are many types of annuities, it is crucial to select the best [...]

Clients often approach us seeking advice on how to choose from the dozens of financial products that are available for retirement. The second half of this question is often, “…and which products [...]

Clients often ask me about the role of their annuities in legacy planning. There is a wide range of options available for creating an annuity, including some with death benefits, so it is [...]

A recent survey found that 23% of Americans in the last year have increased the amount that they’re saving for retirement. Young adults appear to be the biggest savers, which means that they’re [...]

If you’re over the age of 25, you probably have a pretty good recollection of the last recession—and how it eliminated $2.7 trillion from retirement accounts in 2008. I speak to clients every day [...]

The internet has become the primary channel for consumers to obtain goods and services over the past twenty years, with the population as a whole becoming increasingly comfortable shopping [...]

We had a sad situation with one of our clients recently. He was just entering his golden years when he learned that he had a serious illness, the kind that would require around-the-clock medical [...]