Blog
Plain-English articles on annuities, retirement income, taxes, and Social Security.
Claiming Social Security at the wrong time can cost you tens of thousands of dollars over your lifetime. Here is how to maximize your benefit and combine it with an annuity for guaranteed retirement income.
A MYGA is a multi-year guaranteed annuity that locks in a fixed interest rate for 2 to 10 years, like a CD but with higher rates and tax deferral. Here is exactly how MYGAs work and who they are right for.
A fixed indexed annuity links your interest to a market index like the S&P 500 while protecting your principal from losses. Here is exactly how FIAs work and whether one belongs in your retirement.
Looking for annuity advisors near you? Here is exactly how to find a licensed local annuity advisor, what questions to ask, and how to get connected for free with no obligation today.
What actually happens at a free retirement dinner, the topics covered, the questions to ask the advisor, and how to tell an educational event from a sales pitch.
How annuities work in 2026, the different types, how payouts are calculated, and how to decide if one belongs in your retirement plan.
Finding a local annuity advisor is easier than you think, but choosing the right one takes more than a Google search. Here is exactly what to look for before you meet with anyone.
Real 2026 final expense rates by age, what coverage actually costs, and how to avoid the $9.95/month trap most seniors fall into.
When whole life is worth the premium, when it isn't, what the cash value really does, and how it stacks up against term for most families.
How no-medical-exam coverage works, who gets approved, how much extra it costs, and when taking the paramedical exam is still worth it.
What the graded benefit period really means, 2026 rates by age, who genuinely needs guaranteed issue, and when a cheaper option exists.
