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Are Fixed Indexed Annuities Too Good To Be True? 5 Things You Need To Know

June 15, 2020

What is a fixed indexed annuity (FIA) again? An FIA combines the low-risk elements of fixed annuities (you can’t lose your primary) with the potential capped returns of variable annuities (you can see substantial growth). In other words, you have a lot of reward with little risk. (We love to hear those words in investments!) But do fixed indexed annuities […]

What Are Fixed Indexed Annuities

May 25, 2020

When you’re looking for upside potential with downside protection Fixed indexed annuities are simply tax-deferred, long-term savings which provide principal protection along with opportunity for growth. They have more growth potential than fixed annuities with less risk, but less potential return than variable annuities. Guaranteed protection with growth potential! In a market where investors are looking for safer options, principal […]

Annuity 101

March 24, 2020

We talk a lot about annuities in our retirement planning with our clients. There are some good ones here, there are some bad ones, there are thousands of annuities out there in the annuity world. It's really important to find one that is right for you and that meets your needs, that's suitable for you - if an annuity is even appropriate for you at all. So here's an annuity 101.