Money

Inflation Expectations Just Hit an All-Time High. Should We be Worried?

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If "pandemic" and "social distancing" were the concepts of 2020, "inflation" is making a strong case to be the theme of 2021. Not only is...

Retirement

Estate Planning

Here’s What You Need to Know About the Phased-Income Approach to...

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Retirement income used to be "easy." Well, not exactly easy, but pretty predictable. One you retired, as long as you limited your withdrawals from...

Why don’t 62% of American’s have a Will or an Estate...

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A will is a legal document that clearly outlines your wishes regarding the distribution of your assets and the care of your children after...
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Investing

Annuities

Allianz Core Income 7 Fixed Indexed Annuity Review

Introduction In this article, we will discuss in-depth the Allianz Core Income 7 Fixed Index Annuity. It is the second most popular Allianz Fixed Indexed...
Annuity Taxation

Annuity Taxation

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Like most people, you may know that one of the main features of an annuity is that it’s tax-deferred. Annuities can an excellent way...
retired couple that just purchased a single premium deferred annuity

Single-Premium Deferred Annuities (SPDA)

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A deferred annuity (DA) is an insurance product designed to generate a source of income for retirement. The investment deposits are made on a...

Variable Annuities

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If you are near to your retirement and worried about the possibility of outliving your savings, this is the best time to plan your...

Equity‐Indexed Annuity

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Introduction: Equity Indexed Annuity (EIA) or Fixed Indexed Annuities (FIA) are a type of Annuities that offers Annuitant an opportunity to earn "market-like" returns while...

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