Annuities and Retirement: What You Need to Know Before Investing
As individuals approach retirement, the focus often shifts from building assets to finding ways to support long-term income needs. One option to consider within a broader strategy is the use of annuities. These products are designed to convert savings into periodic payments, but understanding how annuities and retirement planning intersect is essential before moving forward. […]
Ep 11: Annuities – What You Really Need to Know
There’s a lot of confusion out there about annuities, probably because there are different types of annuities that do different things. So we’ll give you each of these types of annuities, you explain how they work and how they might be used in someone’s financial plan…
Ep 8: Understanding the 3 Worlds of Money
When it comes to investing, there are three primary places to contribute your money based on your goals and your risk tolerance. We call these the three worlds of money and today we’ll break down each of them for you.
Ep 3: The Five Pillars – Investment Planning
Our Cornerstone Retirement Blueprint Process is focused around 5 key pillars of retirement planning designed to help our clients achieve the retirement they have always dreamed of. On this episode, we’ll explain the second pillar in our process: investment planning. What can you do with the remaining assets after your income plan is in place?