Annuities Guide
If you have heard at all about annuities, chances are very high there is a lot more about them that
you have not been told. That’s because the history of information about annuities has been both
scarce and often misleading. And yet, annuity sales have been setting new records nearly every
year recently, so some investors have definitely discovered their unique benefits.
This guide provides you the basics of what you need to know, from strategizing annuities to
mitigate risk in your portfolio, to using them as substantial contributions to your monthly income
in retirement that will continue to pay you even after the principal is gone!
Securities Guide
How much of your portfolio should you invest in the stock market? Does that percentage change as you near or enter retirement? These are consequential questions that some brokers neglect to address with investors.
This guide addresses topics every investor should consider in choosing stocks and which we always review with our clients, from the sustainable and long-term growth of a company’s stock, to whether a company’s management team experiences secure tenures or volatile turnover. It also stresses the importance of making choices that fit your individual portfolio, as there is a time and place for each of our investments.
Life insurance made simple
Unlock the secrets to securing your financial future with “Life Insurance Made Simple.” This comprehensive guide shares personal insights and real-life examples to highlight the transformative power of life insurance. Discover why life insurance is considered the cornerstone of a sound financial plan and learn how it can protect your loved ones, enhance your business, and safeguard your estate. Whether you’re new to life insurance or looking to deepen your understanding, this book offers valuable knowledge to help you make informed decisions and enjoy the benefits of a robust life insurance program.
12 key questions every retiree must answer
Prepare for a secure and fulfilling retirement with “The 12 Key Questions Every Retiree Must Answer.” This essential guide addresses the most pressing questions retirees face, providing practical solutions and expert advice to navigate the complexities of retirement planning. From managing finances and healthcare to optimizing Social Security and lifestyle choices, this e-book offers valuable insights to help you make informed decisions and enjoy a worry-free retirement.