Did You Hear?

Did You Hear? According to LIMRA, annuity sales are on the rise yet again this year, after also breaking records last year. Investors building their retirement strategy looking to mitigate some risk have chosen to lock-in annuities–How smart is this choice? Well, there’s definitely a reason they’ve been selling recently. Reach out to us to learn

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Review the basics


We try to educate our clients on annuities. Sometimes, it’s a good idea to review the basics. Click here to visit our annuities page. We’ve outlined information such as the different types of annuities, the nature of the underlying investment, the primary purpose of an annuity, the nature of the payout commitment, the tax status

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35 bonus

Don’t Make Hasty Financial Decisions When Tensions are High

When it feels like the world is spinning, it’s very important that you stay skeptical of promises of sure things. Is a simple and reliable investment really simple and reliable, or does it just appear that way in complicated times? “As Russia launches its blitzkrieg against Ukraine, my inbox brimmed with reports from investment firms

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do you have too much money in stocks

Do You Have Too Much Money in Stocks?

Recent changes within the stock market have been acting as a warning to certain Americans. Specifically, people who are too old to be investing the amount that they are in the stock market. Many of these people are, unfortunately, likely to dismiss that warning. See, surprisingly, the market actually rose during most of the pandemic.

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