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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. [...]

“There are only two guarantees in this life, death and taxes.” This popular saying is usually attributed to Benjamin Franklin circa the 1780’s but has certainly come into much wider use since the [...]

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 [...]

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 [...]

When you think about retirement planning, what generally comes to mind? Funding your 401(k), IRA, or other tax-deferred retirement account is probably high on the list. We like the idea of saving [...]

Most retirement planners recommend planning your savings around living to at least age 100 these days. The IRS can make that a bit difficult, though, with its required minimum distributions [...]