Retirement Articles
Tax Guide
2024
2024 Tax Guide is summary in nature and is current and accurate as of January 1, 2024.
4 Ways Annuities Could Help You
Annuities are long-term insurance contracts that turn savings into a guaranteed income stream for retirement.
2025 Social Security Updates
Key Social Security changes for 2025 include a 2.5% COLA increase and updated earnings limits.
Read More…
When to Claim Social Security: Breakeven Insights
Deciding when to claim Social Security can significantly impact your retirement income. This guide explains breakeven returns, helping you determine whether delaying benefits is the smarter financial choice.
Read More…
Reviews
George put together a plan so I can delay taking Social Security and still have guaranteed lifetime income.
Connie R – Realtor
I was so afraid of the market I was in CD’s never realizing that inflation was killing me- George and his team have me now growing my money with never losing it.
Laura C – Homeowner