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When An Annuity Makes Sense

For those approaching retirement, there are few things more unsettling than a volatile stock market. With the recent wild market swings, conversations between investors and advisors often revolve around protection options, reducing risk and establishing a guaranteed source of income. Because many investors experienced double-digit …

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Medicaid SPIAs Shelter Savings for Middle Class Couples

Single premium immediate annuity (SPIA) products help shield money for one spouse when the the other has to enter a nursing home for care.  According to Financial Advisor Magazine’s “Sales of Nursing Home Annuities Soar“, Maureen Nevin Duffy says that these annuities are right for …

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Phoenix’s Next Generation Fixed Indexed Annuity

You still have time to take advantage of a 90 day special offer from The Phoenix Companies Inc. and The Altisure Group.  Their new collaboration on a fixed indexed annuity, the Next Generation Annuity, was introduced at the beginning of this month.  Until June 30 …

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Using Annuities & Stocks Balances Out Your Retirement

I think that pretty much all legitimate financial experts agree that you shouldn’t put all of your financial eggs in the same basket.  Once you have bought an annuity with some of your retirement savings, it allows for more risk with your other money.  In …

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