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Stock Market Uncertainty? A Fixed Indexed Annuity Can Help Put You at Ease

by Kenny | Feb 13, 2019 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

A crystal ball into the stock market’s performance – wouldn’t that be useful! While predicting market performance to-a-t is not possible, you can help protect your savings by preparing for market uncertainty. Market Uncertainty Heightens This past December marked the...

The Benefits of Filing Taxes Early

by Kenny | Feb 7, 2019 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

Tax season has officially started and if you’re an early bird looking ahead to April, you might have already started filing your 2018 taxes. Regardless where you are in the process, here are a few tips to keep in mind for tax season this year. Taxes in retirement are...

3 Trends Changing the Retirement Landscape

by Kenny | Jan 30, 2019 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

The last two decades mark a distinct time of change, even in the retirement landscape. As we continue to start 2019 off on the right foot, it is important to keep in mind current retirement trends that could affect our overall well-being during our golden years. So...

Looking for Guaranteed Lifetime Income? Join the Club

by Kenny | Jan 24, 2019 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

In case you didn’t know, there is such a thing as a lifetime income club. Of course, it goes by another name: annuities. To an economist, an annuity is the most sensible way to provide safe income in retirement. In fact, economists spend more time researching...

Fixed Indexed Annuity: Suze Orman and Annuity

by Kenny | Jan 16, 2019 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

Annuities are getting more and more popular among seniors, and for good reason. Annuities are not right for everyone but are a real blessing for many seniors. Annuities are a popular choice for investors who want to receive a steady stream of income in retirement. The...

2019 Social Security Earnings Test Limits

by Kenny | Jan 10, 2019 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

If you work while collecting Social Security benefits, you can get hit with hefty benefit reductions. Here are the earnings limits for this year. Can you work and collect Social Security at the same time? The short answer is yes, it’s possible. However, if you...
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