Our Retirement Blog
A Bridge to Financial Security
Choosing an Annuity? What rate is most important; Bonus, Roll-up, Pay-out, Caps?
Are You Concerned About the Stock Market Lately?In the years before Indexed annuities were offered, pre 1995, fixed annuities had only one rate you needed to know to compare policies; the fixed interest rate. Assuming the companies had similar financial strength...
What’s the Best Indexing Strategy to Use for an Indexed Annuity?
Are You Concerned About the Stock Market Lately?The short answer is; I don’t know but I wish I did. Before you give up on me and keep searching hear me out. If I knew with certainty the answer to that question I would devote 100% of my energy and money to playing the...
Are You Concerned About the Stock Market Lately?
Are You Concerned About the Stock Market Lately?If you’re like most people the answer to that question is yes. Checking your 401K or brokerage account balances are probably causing some unwanted anxiety! Up one day, down the next. You probably have many questions such...
Using Annuities as an alternative to the 60/40/4 Rule
Using Annuities as an alternative to the 60/40/4 RuleWritten by: John P. Grimes, ChFC in Plymouth, MA Not sure what the 60/40/4 rule is? My guess is you probably do know. If you’ve worked with a financial advisor to help you plan for retirement or read any number of...