Why working with an annuity specialist can enhance your retirement income plan

Why working with an annuity specialist can enhance your retirement income plan

If you’re wondering why working with an annuity specialist can enhance your retirement income plan, you’ve come to the right place. Unlike stocks or bonds, annuities can guarantee a long-lasting income stream, regardless of what is happening in the market, or even in the economy overall. But there is a wide variety of annuities in …

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How to bring in ample cash flow – even in a low interest rate environment

For many years, retirees could count on a steady “paycheck” from their employer-provided pension plan, along with monthly income from Social Security. Additional income could be generated through personal savings and investments. But, given our low-interest-rate environment today, coupled with a highly volatile stock market, the disappearance of employer-sponsored pensions, and a shaky Social Security …

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Is your retirement income plan in place?

Is your retirement income plan in place? If not, you could run out of money in the future

In the past, many people went through life without having to worry about their future retirement income plan. That’s because, in many cases, retirees could count on a guaranteed pension income from their former employer – and oftentimes, this income stream continued to pay income to a surviving spouse when the retiree passed away. But …

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Are you paying too much for your future retirement income?

Are you paying too much for your future retirement income? You are if you’re using this strategy!

When it comes to advisor compensation, what exactly do investors end up getting for their money…. and how much of their future retirement income must they ultimately give up? Typically, fiduciary financial advisors use their objective expertise for determining the proper allocation of clients’ assets, as well as for identifying promising and cost-effective investment opportunities. …

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An alternative to low return income producing investments

An alternative to low return income producing investments

If you’ve followed the “traditional” financial planning route, it is likely that as the years go by, your advisor has shifted your portfolio from riskier, growth-oriented investments to “safer,” conservative options. Unfortunately, though, as a “tradeoff” for keeping your assets safe, you oftentimes have to give up the opportunity for attaining a higher return. Take, …

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