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retirement planning
Single Premium Immediate Annuities (Part 2): Who Benefits Most from a SPIA?
A SPIA is one of the simplest and most effective ways to secure a reliable stream of income in retirement, but it’s not one-size-fits-all.
Single Premium Immediate Annuities (Part 1)
A Single Premium Immediate Annuity (SPIA) is a plain but powerful way to ensure predictable lifetime income.
What You Need to Know About the SECURE Act 2.0
The passage of the SECURE Act in 2019 made big changes to the Internal Revenue Code. What will that mean for you?
Annuities: Confusing and Scary, or Good Investments?
Annuities can be confusing and therefore, scary. They can also be valuable opportunities for the right investor.
Your Social Security Account Is Changing
The Social Security Administration has made changes to the login procedure. Here is what those changes will mean for you.
The Five Biggest Medicare Mistakes
Medicare is complicated and people don’t always get it right. Research is vital. What are the 5 biggest Medicare mistakes?