June marks Annuity Awareness Month, a time to explore how annuities can be used for retirement planning. An annuity is a powerful financial tool that offers a unique combination of benefits, including tax-deferred growth, guaranteed income streams and the potential for principal protection.
Key Dates
- Annuity Awareness Month
- Pride Month
- Flag Day – 6/14
- Father’s Day – 6/16
- Juneteenth – 6/19
is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Split Annuity Strategy
Here’s one strategy that combines two different annuities to generate income and rebuild principal.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Market Insights
Here’s a look at the market for the last 12 months, with some of the most popular benchmark indices. If you have any questions or concerns about your own investments, please reach out so we can discuss.
*As a reminder, past performance on any investments or the stock market are not indicative of future performance.
Countdown to Retirement
Whether retirement feels like a distant goal or just around the corner, it’s important to plan for your future.
Here’s a quick flyer to show simple steps you should consider if you’re 5, 10, 20, 30 or 40 years from retirement.
We can help. Please reach out to schedule and appointment!