Tax-advantaged product solutions can help you save more for retirement and potentially grow your savings faster. You may be familiar with 401(k)s and IRAs, but there’s another tax-advantaged vehicle to consider for retirement planning: fixed indexed annuities (FIAs). FIAs are insurance products that offer growth potential and guaranteed income for retirement. Funds in an FIA […]

Most Financial Advisors are like Physician General Practitioners in the medical field, they are “generalists” working with clients to save for college, to buy a house and yes to save for retirement but over the last 10-20 years the advisory model has changed from the traditional stockbroker trading stocks and bonds for a commission to […]

If you own an annuity that is over 7 years old, you definitely need to investigate the benefits of “REFINANCING your old Annuity”!!! What is refinancing? Just like your home mortgage when rates change it makes great sense to refinance to lower your payment and even pull out equity. In the annuity world a similar […]