Blog

If you’re putting a large chunk of your nest egg in a fixed annuity, you may be wondering: is my money safe here? The truth may surprise you.

We’ve sifted through some of the most popular podcasts to bring you the 27 best podcasts for seniors and baby boomers.

You can save your loved ones a lot of time, heartache, and expense by naming contingent beneficiaries.

This fall, you may notice our office recording calls for the first time and providing a new disclaimer at the beginning of phone calls. These changes directly result from new compliance rules released by the Centers for Medicare & Medicaid Services (CMS). Here's what to expect!

Many clients come to us with a retirement account, like a 401k or IRA, and they need to make that money last. Today, we’re tackling a common example: how much income would a $250,000 annuity pay per month?