July 2024

How Higher Interest Rates Affect Annuities

There are other assets available that have the potential to yield higher returns right now besides just bonds and market investments. Payouts from annuities are also more than they have been in a long time. More specifically, annuities don’t invest your money in the market; instead, they base their returns on interest rates. In general, […]

How Higher Interest Rates Affect Annuities Read More »

So, Did You Decide? 

Continuing on from last week, did you decide what kind of retiree you are? Regardless of whether you think of yourself as the Dynamo, the Philanthropist, the Homebody, or the Adventurer, it is recommended that you start building your strategy early.  Along with newfound freedoms, retirement can also mean confronting uncomfortable topics and scenarios. The

So, Did You Decide?  Read More »

Scroll to Top