Resources & Insights

Expert financial insights to help you make informed decisions

Retirement PlanningMay 6, 2025

The 'Peak 65' Retirement Wave: Why FIAs Are Gaining Popularity

As record numbers of Americans reach age 65, retirees are turning to fixed index annuities for guaranteed income, principal protection and moderate growth, offering a safer alternative to bonds and stocks in today's volatile market.

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InvestingJune 15, 2023

Understanding Market Volatility

Learn how market fluctuations affect your investments and strategies to navigate uncertain times.

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RetirementMay 22, 2023

Retirement Planning in Your 40s

Key strategies to accelerate your retirement savings during your peak earning years.

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Tax PlanningApril 10, 2023

Tax-Efficient Investment Strategies

Maximize your after-tax returns with these proven investment approaches.

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Estate PlanningMarch 5, 2023

Estate Planning Essentials

Protect your legacy and ensure your assets are distributed according to your wishes.

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2023 Financial Planning Guide

Our comprehensive guide covers everything you need to know about financial planning in today's economic environment. From investment strategies to tax planning and retirement preparation, this guide provides actionable insights for every stage of your financial journey.

Investment strategy updates
Tax planning opportunities
Retirement planning essentials
Estate planning considerations

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2023 Edition

Updated quarterly

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