Social Security Raising Retirement Age: Bridging the Gap

As the U.S. population continues to age and life expectancy rises, discussions about raising the Social Security retirement age have become more urgent. Social Security is a critical source of retirement income for millions of Americans, but the system is facing...

Money in the Bank 2024: Why Deferred Accounts Are Better

As 2024 unfolds, concerns about inflation, market volatility, and interest rates are leading many to reconsider where they store their money for long-term security. Traditionally, keeping “money in the bank” has been considered one of the safest strategies. But in...

Robo MYGA Annuity: Why Personalized Financial Advice Is Key

 As technology advances, more investors are turning to automated financial solutions, such as robo-advisors, to manage their investments. One product gaining traction in this space is the Robo MYGA Annuity, which merges the benefits of a traditional Multi-Year...

Annuities & Life Insurance: Safety, Solvency, and Retirement

 When it comes to financial security and retirement planning, life insurance and annuities play pivotal roles in ensuring long-term peace of mind. However, many individuals have concerns about these products, particularly regarding their safety, solvency, guarantees,...

Philanthropic Financial Planning: Life Insurance & Annuities

 If you’re new to philanthropic financial planning, you might wonder why it’s important. This strategy helps people make the most of their charitable giving while securing personal financial benefits, like tax savings and future income. By using tools such as life...