Call us: 571-577-9968
COVID-19: CLICK HERE TO BOOK YOUR VIRTUAL/PHONE MEETING TODAY

Blog


Annuities

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.

What is going on with the stock market?

September 26, 2019

— Well, the current status of the market is still pretty high for 2019. The stock market has been on a 10-year bull run without a major downturn, without a recession, without a bare market happening. The bond market has been on a 35-year bull run. So, now is a good time to start taking some chips off the table […]