2023 Tax Guide

2023 Tax Guide is summary in nature and is current and accurate as of January 1, 2023.

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Kiplinger Income Guide

How to make your retirement money lasts as long as you do.

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How an Annuity will help Protect Your Retirement

Guarantee your Retirment with an Annuity

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Retirement Income in Inflationary Times

Protect your retirement income from longevity risk, inflation risk and sequence of return risk..

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Don’t Let the Stock Market Ruin Your Retirement

The Stock Market is an Unreliable partner in YOUR retirement!.

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Rethinking Retirement the 60/40 Model is Dead!

How a FIA can boost and protect your 60/40 Asset Allocation Model!

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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