When a local couple walked into Michael Sams’ office for a routine Medicare review, they had no idea they were about to make a major financial move—one that could earn them more than $30,000 in interest over the next three years.
We sat down with Michael Sams for a Q&A to discuss two recent real-life cases that perfectly demonstrate the benefits of annuities.
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.
You can save your loved ones a lot of time, heartache, and expense by naming contingent beneficiaries.
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?
