June is Annuity Awareness Month

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
There is a crowd of people slight out of focus and over the top is a white rectangle with a thumbs up icon with the word awesome under it and a thumbs down icon with the word awful under it.

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.

a small seedling of a plant

Split Annuity Strategy

Here’s one strategy that combines two different annuities to generate income and rebuild principal.

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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.

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people on donut floats in a pool with a float icon over the top of the image and the words keeping summer safe
a couple riding bikes on a spring day through a park

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

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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. 

a graph of the S&P 500 yahoo finance numbers
a chart of the market exchange in may 2024

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!