How to Choose the Right Annuities for Your Retirement
One of the most critical aspects of retirement planning is developing your retirement income streams – the funds that will become your “paycheck” once you leave the working world behind. Annuities can be powerful financial tools for helping to secure a steady income stream in retirement, but choosing the right annuities requires careful consideration of […]
Ep 12: Are You Ready to Retire?
The goal for all of us is to be able to retire at some point, but how do you know when you’re ready? Let’s take away some of that worry and concern by sharing the different types of people we work with and what it takes to get them to retirement.
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 10: Busting the Biggest Social Security Myths
Social Security isn’t a topic that clients are well-versed in when we first meet them, but it’s a critical component to the income planning portion of your retirement. Many factors weigh into the claiming strategy and we want to clear up many of the common misbeliefs that are out there.
Ep 7: How to Find the Right Financial Advisor
The relationship with a financial advisor is one that you need to feel comfortable with and have trust in. How do you find the right person? A lot of people can do a good job for you but we’ll explain the qualities and characteristics you absolutely need from an advisor.
