In light of the economic policies and market conditions emerging during the second Trump administration, annuities are receiving renewed attention as a cornerstone of personal retirement planning. In a Wall Street Journal article, “Why Investors Should Consider Annuities,” Morningstar’s David Blanchett explored the polarizing opinions …
Historically, fixed indexed annuities have gained favor with investors who like the idea of participating in market gains while protecting their principal. Couple this with a guaranteed stream of income in retirement and it’s not hard to understand why these annuities have been the most …
Do you find yourself buying the same make of car as your dad always did? Do you prefer a certain brand of coffee or tea because it’s what your mom always drank? Perhaps you gravitate towards a particular fashion label because growing up, it’s all …
If you are interested in steady income in retirement with an attractive return and low risk, consider a charitable gift annuity. In this low interest-rate environment, a CGA can not only provide you with peace of mind, but it can also give the added satisfaction …
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