When financially planning for retirement, it is just as important to plan on how to efficiently distribute assets as it is to accumulate them. And while each individual’s retirement income plan is as unique as they are, there is one rule of thumb that can …
A new lesson can be learned from the recent financial crisis: not even well-diversified portfolios can protect investors from taking substantial losses during a market meltdown. Tom Lauricella in his Wall Street Journal article describes how some popular hedging instruments such as foreign stocks are …
Your resource for learning about, comparing, and selecting the most competitive annuities since 2000.
© Copyright AnnuityFYI 2024
A Somerset Wealth Strategies, LLC Property.
4600 S Kelly Avenue, Portland, OR 97239
The following disclaimer governs the use of www.annuityfyi.com and links from it. By using this website, you agree to the following Disclaimer, Terms and Conditions, and Privacy Policy. The term “you” means a user of this website. The term “our” or “we” means Annuity FYI, its website(s), and any agent of Annuity FYI. The website is owned by Somerset Wealth Strategies, LLC (“Annuity FYI”), an Oregon company. Annuity FYI provides users with general and educational information about annuities and may refer users to unaffiliated financial professionals who are licensed in the user’s state and thereby qualified to address a user’s individual financial situation, which could include evaluating an annuity, providing rates or illustrations and discussing investment risks. All quotes, applications, rate lock ins, or offers to sell are handled by Somerset Wealth Strategies, LLC, or, an unrelated financial services firm that is not affiliated with or owned by Somerset Wealth Strategies, LLC. Any information provided through this website or through links to other websites are provided for educational and general informational purposes only and should not be construed as legal, investment, financial or tax advice. The information published at this website is not intended to be a recommendation to purchase an annuity. You are strongly urged to consult with a financial professional to determine if an annuity product is suitable to your financial situation. Annuity FYI accepts no responsibility for any investment decision made by any user of this website, and it is not responsible for any advice or recommendation made to any user by unaffiliated financial professionals to whom the user is referred. Annuity FYI does not receive compensation from any of the insurance companies on this website. Annuity FYI shares user information, and is compensated by, unaffiliated financial professionals who have access to user information submitted to Annuity FYI (see Privacy Policy).
