Sep 24, 2026
We’re often asked what an annuity guaranteed lifetime withdrawal benefit is. Simply put it’s a rider that is attached to either a variable annuity or an equity-indexed annuity that allows you to receive an annual withdrawal throughout your lifetime. It’s called a...
Dec 22, 2025
In today’s interest rate environment, many investors – especially retirees – are seeking reliable income strategies that go beyond traditional mutual funds or bonds. One often-overlooked option? Closed-end funds. While less common than open-end mutual...
Aug 31, 2023
Selling a business is a significant decision that often comes with complex financial considerations. While many business owners traditionally opt for outright sales or mergers, alternative financing options have been gaining traction due to their flexibility and...
Aug 17, 2023
Annuities are an excellent savings vehicle when you have maxed out the contribution thresholds on your 401k or IRA plan. When this happens, it’s time to talk to your financial advisor. Before we dig into these two types of retirement plans, let’s get clear on the...