Understanding Fixed Index Annuities

A Guide to Understanding the Advantages and Costs of Fixed Index Annuities (FIAs) If you’ve started thinking about creating income for retirement, chances are you’ve heard about annuities. Annuities are…

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Growth vs Income Portfolio

A representation of a growth to income portfolio transition.

Remember that there is a big difference between a growth portfolio and an income portfolio. As investors grow closer to retirement, they should begin transferring assets to more conservative holdings…

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Multiple Income Streams

A retirement plan that includes multiple retirement income streams.

The Optimum Retirement Strategy – Multiple Income Streams The optimum retirement strategy is to develop multiple passive income streams. This spreads out your risk so that if one income stream…

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Get the 411 on the SECURE Act

the SECURE Act

The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 is intended to strengthen retirement security across the country. The provisions of the SECURE Act took effect January…

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