News and Insights
Taking Social Security early? Reasons to consider (with pros & cons)
Should you take Social Security early? It depends on your unique needs. Before deciding, make sure to take the pros and cons into consideration.​ Together, we can talk about your Social Security income and retirement savings to help determine whether claiming benefits early makes sense.
What is a deferred annuity & how does it work?
Curious if a deferred annuity might be a fit in your retirement strategy? Here are some of its possible benefits: 👉 Income in retirement 👉 Risk-based options 👉 Tax-deferred growth 👉 Optional rider benefits For more information on deferred annuities, take a look at this article. Let’s connect if you want to discuss how an annuity could help you reach your retirement goals.
What is a variable annuity & how does it work?
A variable annuity offers several key features: income in retirement, potential tax-deferred growth based on market performance, and—depending on the contract—potential to pass money on to your heirs. Check out this article for more information and let’s connect if you want to discuss how an annuity could help you reach your retirement goals.
Maximizing Social Security for married couples: How it works & spousal strategies to consider
Differences in each spouse’s Social Security retirement benefits and estimated life expectancy can affect your retirement strategy. Take a look at 4 strategies you can use to help maximize your Social Security benefits as a couple. ⬇️