Articles and Guides

  1. Retirement Planning 101: An introductory guide to planning your retirement, covering key concepts and steps to take.
  2. Understanding Annuities: A comprehensive overview of annuities, their types, benefits, and how they can fit into your retirement plan.
  3. Investment Strategies for Retirement: Tips and strategies for building and managing a retirement portfolio.
  4. Tax Implications of Annuities: An exploration of the tax benefits and considerations associated with annuities.

Calculators and Tools

  1. Retirement Savings Calculator: Estimate how much you need to save for a comfortable retirement.
  2. Annuity Calculator: Calculate potential payouts and benefits from different types of annuities.
  3. Social Security Benefits Estimator: Project your Social Security benefits based on your earnings history and retirement age.

Videos and Webinars

  1. Introduction to Annuities: A video guide explaining the basics of annuities and their role in retirement planning.
  2. Retirement Planning Strategies: A webinar featuring expert advice and tips for effective retirement planning.
  3. Maximizing Your Retirement Income: A video series on optimizing your income streams during retirement.

Contact a Financial Advisor

Need personalized advice? Our team of experienced financial advisors is here to help. Contact us to schedule a consultation and get tailored guidance for your retirement planning journey.

Helpful Links

Social Security Administration

Internal Revenue Service (IRS)

AARP – Retirement Planning