The Ins and Outs of Fixed Annuities

The Ins and Outs of Fixed Annuities

An annuity, as the name suggests, is a fixed sum of money that is paid to a person every year, usually for the remainder of their life. A fixed annuity, on the other hand, is a bit different. This is a very particular type of annuity contract where capital is built on...

read more
The Key Retirement Planning Mistakes to Avoid

The Key Retirement Planning Mistakes to Avoid

Generally speaking, retirement planning is a very precise and personal process - meaning that there are just as many things that you could potentially get wrong as there are ones you could get right. If you truly want to make sure you're able to maintain the lifestyle...

read more
Why a Financial Planning Specialist Can Help More Than You Think

Why a Financial Planning Specialist Can Help More Than You Think

One of the most important things to understand about retirement planning is that it's naturally a very personal process - probably more so than people realize. Yes, everyone wants to retire "happy" and "comfortable" - but everyone has their own unique definitions of...

read more
Pre-Retirement Planning: 5 Things You Should Do In Your 50s

Pre-Retirement Planning: 5 Things You Should Do In Your 50s

For many people, their 50s are a time of transition. During this unique decade, you will probably have found your ideal career niche, your children will begin to leave the house, and your golden years will start beckoning to you with promises of a life of relaxation....

read more