A Life Insurance and Annuities Resource (6)

8 min read

5 Ways to Invest Your Tax Refund

Tax time can be incredibly stressful for a number of reasons—not the least of which is simply navigating the incredibly complicated tax laws in the U.S. and identifying all of the potential tax breaks...

Apr 20, 2023 | 6 min read

What to Do if You Miss the Income Tax Return Filing Deadline

April can be a stressful month for many Americans because, every year, it’s the month that their income taxes are due for submission to the ...

Apr 13, 2023 | 8 min read

Tips for Choosing an Independent Life Insurance Agent

The life insurance industry is massive. Finding the right independent life insurance agent among the throngs of options available can be a m...

Apr 10, 2023 | 5 min read

Using Qualified and Non-Qualified Retirement Plans to Your Advantage

When setting up retirement savings and income streams to prepare for life after work, there are a lot of terms your financial advisor or pla...

Mar 30, 2023 | 7 min read

How Annuities Can Help You Achieve Retirement Goals

Retirement planning is something a lot of people don’t think about until it’s too late. The key to meeting your retirement goals is preparin...

Mar 16, 2023 | 4 min read

Understanding Fixed Rate vs Variable Annuities

When planning for your future, it is critical to understand what options are available to keep your finances secure. Annuities are an excell...

Mar 02, 2023 | 5 min read

Understanding How a Medicaid Compliant Annuity Can Help You

As Americans age, they face the reality of needing long-term care in their retirement years. Unfortunately, many people determine that the c...

Feb 23, 2023 | 5 min read

Taxes 2022: What You Need to Know to Prepare to File

Death and taxes. We can count on both coming around eventually and, much like life insurance itself, it’s best to be prepared. Still, when i...

Feb 16, 2023 | 6 min read

How MYGAs Support Financial Security in Retirement

Annuities can be a confusing concept for many people, but understanding how MYGA annuities work is an important part of financial planning.

Feb 02, 2023 | 5 min read

Understanding Annuities and Choosing Your Best Option

Most of us remember our first paycheck. Most of us held it in our hands, feeling excited, happy, and possibly proud of the work we’d done to...

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