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?
June is Annuity Awareness Month, and we are continuing our annuity-focused content with a special case study from agent Patty Gogerty.
If you’re considering a 401(k) rollover or transitioning from a bank CD, here are some important annuity dos and don’ts for baby boomers.
If you’re searching for what to do before turning 65 – or, you’re thinking, “I’m 65… now what?” – this Medicare checklist is for you.
The fastest way to make sense of Medicare is to get some education from an expert in the field. If you’ve been considering signing up for an upcoming event, here’s a look at what to expect in a Medicare 101 and retirement planning seminar.
