Weekly Update

Fixed and Immediate Annuities

Fixed and Immediate Annuities The word annuity means a stream of payments. We’re familiar with this concept as it applies to traditional pensions. Unfortunately, there are fewer and fewer people eligible for a traditional pension. For investors planning for... read more

Tactically Managed Accounts

Tactically Managed Accounts Imagine you’re in a mall with your spouse and you realize there was something you forgot in the car. You then suggest, “honey, wait right here so I can find you. I’ll be right back.” Your spouse waits where you agreed, but starts to smell... read more

Should You Convert Your IRA to a Roth IRA?

If you are planning for your future, then you know that having enough money upon retirement is a top agenda item. It can be challenging to determine how much of your money you should put into an IRA vs. a Roth IRA vs. traditional investments vs. a 401(k) plan, especially if your place of business offers a matching opportunity for their plan.

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Why Choose an Independent Local Agent

When it comes to trusting someone with your hard-earned money, you want to know you’ve chosen a reliable, ethical financial agent who is acting in your best interests. In today’s uncertain economy, you need to feel confident that your family will be provided for in the future.

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