What’s a Hybrid Annuity and where do they fit?

Click the Play Button to watch the video You may be looking for solutions to plug up some holes that may be causing you stress or worry with your retirement plan. These are the 3 core problems that you may be grappling with as you’re setting up your retirement plan for the next 20-30 years […]

The transition from accumulation to distribution with IRA’s and 401k’s

Transitioning from “Growth & Accumulation” to “Preservation & Distribution” Common Question: “Do I need to change my investment philosophy when I start getting closer to retirement?” Answer: In our opinion, that depends on what your income situation will be, after you stop working. Let’s dive into this one a little bit and talk about it […]

3 Things To Look Out For When Buying An Indexed Annuity With An Income Rider

Are you thinking about rolling some of your IRA or 401k into an Indexed Annuity with an Income Rider? Billions of dollars are going into these plans because they are a safe and flexible way to build your own personal pension to help supplement your Social Security in retirement. However, there are a few sticking […]