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A fixed index annuity is a relatively new financial option offered by insurance companies. It was created in 1994 as an alternative investment to stocks, mutual funds, and CDs. When you invest in a fixed index annuity you get the attractive features of tax-deferred growth and a guarantee that you will not lose any of … Read more

Picture the golf ball rolling across the green and dropping into the center of the cup for a thrilling one-shot victory over your playing partners. While not exactly the same as sinking a putt to win the Masters, you still get a sense of accomplishment and a moment of joy. Smell the ocean air while … Read more

Annuity sales have been on the upswing in recent years as more and more Baby Boomers approach retirement age. Those who have already retired are living longer and are worried about outliving their money. While there are many financial advisors who think that annuities can be an excellent investment for retirement, there are also critics … Read more

Adding an Index Universal Life (IUL) policy to your portfolio can be a smart and strategic move for anyone looking to accumulate wealth and increase their income during retirement. As any financial adviser will tell you, the sooner you start planning for retirement, the better. Whether you are 30, 40, or 50, now is the … Read more

An interesting article titled Six feet under as a retirement plan? commented on a Wells Fargo Survey about the state of retirement planning in America. People are living well into their 80s and 90s and are worried about outliving their money. At the same time, finding the right investments in today’s economy is difficult. As … Read more