Over the past few weeks we’ve made posts regarding some of the things to think about when providing for your family’s future and protecting what you’ve worked for. As we enter the New Year, there are also strategies you can think about putting in place to pass on your legacy. Just as your life changes […]
Review Your Strategy for the New Year Read More »
Take the first step to protect yourself. The pandemic has created a lot of unexpected events, has impacted the markets, and has caused each of us to adapt to the changes. Now is a good time to review how your needs may have changed and what you’ll need to adjust in the future. To get
Retirement Road Map Read More »
As we’ve talked about before, investment risk is a risk that everyone shares. Having a portfolio of products aligned with your risk tolerance and time horizon is important to protect against market risks. As you age, your time horizon and risk tolerance will most likely change. It is important to review the time horizon associated
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Fixed Index Annuities Provide An Interest Rate – How Is That Calculated? Many wonder do annuities earn interest? The answer is yes, but it can be complicated. We will explain. Fixed index annuities (FIAs) provide an interest rate to their annuitants. Similarly, fixed annuities pay interest as well. The interest in this case is a
Fixed Index Annuities Provide An Interest Rate – How Is That Calculated? Read More »
A recent article in the Wall Street Journal states “Last April, economists thought inflation would be around 2.5% right now. Instead, it’s over 6%. Even by the forgiving standards of economic forecasting, that’s a miss of epic proportions.” So, what’s the cause of this increase, and what does it mean? Some blame President Biden and
The Cause of Inflation Read More »