Independent & Objective Reviews on Annuity Investments

Annuity Salespeople Telling the Whole Truth? Find out here with in-depth annuity reviews that reveal the facts on what you can really expect from your annuity.

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Business Owner Blunders: Top 5 Retirement Mistakes Made By Entrepreneurs

They’re often open seven days a week, working 24-hours a day, and always saying yes to the next big opportunity. These are America’s business owners, working 50-plus hours per week, far more than the national average of 33.8 hours per week reported by the Bureau of Labor Statistics. These entrepreneurs are working hard and investing daily in their business, but do they invest in their own retirement?

Unfortunately, building a successful company doesn’t automatically guarantee a successful retirement. Entrepreneurs face a unique set of challenges when it comes to retirement planning, and there are many risks most people don’t see coming until it’s too late. The following five stories shed light on the biggest blunders and alert business owners to the two questions they need to have answered before they can retire in the manner that they deserve.

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Independent Review of the New York Life Secure Term Choice Fixed Annuity ll

What Will We Cover in this Annuity Review?

In this annuity review, we will be going over the following details regarding the New York Life Secure Term Choice Fixed Annuity ll:

  • Product typeIndependent Review of the New York Life Guaranteed Lifetime Income Annuity ll
  • Fees
  • Current rates
  • Realistic long-term expectations
  • How the annuity is best used
  • How the annuity is most poorly used

Annuities can be complex. That’s where having an Annuity Investigator who loves math comes in.
We make the complex, simple.

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Independent Review of the Mass Mutual RetireEase Choice QLAC

What Will Be Covered in this Review?

In this review, we will be discussing the following information regarding the Mass Mutual RetireEase Choice QLAC:

  • Product typeIndependent Review of the Massachusetts Mutual Life Stable Voyage 5 Year Single Premium Fixed Deferred Annuity
  • Fees
  • Current rates
  • Realistic long-term return expectations
  • How it is used
  • How it is most poorly used

Annuities can be complex. That’s where having an Annuity Investigator who loves math comes in.
We make the complex, simple.

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Independent Review of the Thrivent Single Premium Deferred Fixed Annuity

What is Covered in this Annuity Review?

In this annuity review, we will be covering the following details regarding the Thrivent Single Premium Deferred Fixed Annuity:

  • Product typeIndependent Review of the Thrivent Financial Security One Annuity
  • Fees
  • Current rates
  • Realistic long-term return expectations
  • How it is used
  • How it is most poorly used

Annuities can be complex. That’s where having an Annuity Investigator who loves math comes in.
We make the complex, simple.

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How To Bring In The New Year: 3-steps To A Dream Retirement

What resolutions will you be tackling this year? More exercise, a healthy diet, a new hobby or skill? While the approach of a brand new year offers an opportunity to take on new projects, the end of the year is also a good time to reassess existing projects. Perhaps the most important project of all is your retirement plan. Are you on track to retire when you want to?

If doing what you want, when you want sounds like your idea of a dream retirement, then you’ll want to take steps now to make sure you’re on track to get what you deserve.

Here’s how you can:

  1. Create a retirement file
  2. Protect and monitor your Social Security benefit
  3. Fill your income gap

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