How Does a Tax Deferred Annuity Work?

How Does a Tax-Deferred Annuity Work?

As you’re researching retirement, you’ll likely hear that tax-deferred annuities are an excellent way to secure your savings.

But what exactly is a tax-deferred annuity and how does it work?

A tax-deferred annuity can be a reliable way of growing and protecting your savings while securing a fixed sum for your retirement years. Read on to learn more about the details and how you can take advantage of this savvy retirement tool, then contact us to learn how we can help. Read More

Are Annuities Worth It?

Are Annuities Worth It?

Most financial advisors either love them or hate them.

Are annuities the right retirement option for you?

Are you planning for retirement?

If so, you may be thinking, “How do I convert that money I set aside during my years of work into ongoing income?” The financial industry does not suffer from a lack of choices when it comes to investments and, quite often, annuities can be an appropriate option in retirement.

Yet probably no product in existence  generates so many reactions as annuities.

Before you invest in them, however, there are many different things to consider. Keep reading to learn more about what annuities are, the types of annuities, and how to determine if it’s a good investment for your future. Read More

Having A Trans (Identity) Problem?

by Richard E. Reyes, CFP

We live in a time of confusion. Recent news headlines have created a national conversation on terms like transracial and transgender. I meet with confused people all the time, but the worst are those that have a financial identity crisis. Read More