Financial Planning

We’re here to help clear up some of the confusion about annuities during Annuity Awareness Month, which happens each June! In the first quarter of 2024, U.S. annuity sales were $106.7 billion, the highest first quarter total since the 1980s, when LIMRA first started tracking annuity sales. Despite these high sales numbers, research indicates that many people don’t really know…

Sequence of returns risk can put your retirement portfolio in jeopardy, but what is it, and how do you fight it? We get it. Retirement can be scary. We know this because it’s our job to help our clients plan for and seamlessly transition into what should be one of the most rewarding times of their lives. What we often…

Election cycles can make unpredictable markets even more uncertain. Here’s what you should know! Investing in an election year can seem like navigating a particularly unpredictable segment of the market. Political campaigns and the uncertainty surrounding election outcomes can lead to increased volatility in the stock market, impacting investor sentiment and behavior. In this article, we will explore the intricacies…

It’s Women’s History Month! Let’s go over why financial planning is important for women. While there’s little doubt women have taken major strides professionally and socially over even the past few years, it’s still all too common for them to be left out of the financial discussion. Whether that happens on their own accord or because they simply become an…

During this time of the year, we all start thinking about what we’re grateful for. Here are five ways you can show it! As we make our way through November, we start to think about all the things we’re grateful for; however, whether it’s family, friends, opportunities, experiences, good fortune, laughter or love, it can be difficult to find a…