Are Annuities Right for You?
Annuities have a rich history dating back to Ancient Rome. Today, millions of Americans currently use annuities to supplement their retirement income. They can be an important part of a diversified retirement portfolio because they can ensure that your retirement …
The SECURE ACT 2.0 and Retirement Planning
The SECURE Act made big changes to many different retirement rules and guidelines when it was passed back in 2019. Well, get ready for more changes, courtesy of the SECURE Act 2.0. The bill was approved by the House Ways …
Not Your Grandmother’s Portfolio
Today’s challenges for retirees and those nearing retirement are well documented. Traditional fixed income, which has served investors well for decades, now delivers little in terms of yield or capital gain potential. In the mid-1970s through the late 1990s when …