Income Planning & Annuities

Guaranteed income annuities are an important part of retirement planning. They provide a guaranteed stream of income for life and can help retirees maintain their quality of life in retirement. [...]

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 […]

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 […]

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 […]

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, […]

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 […]

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 […]

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 […]