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Are Annuity Misconceptions Hurting Your Retirement?

When you think about retirement income, Social Security might be the first thing that comes to mind. But many pre-retirees are realizing that Social Security was never designed to replace a full salary. In fact, it typically replaces only about 40% of pre-retirement earnings. To bridge that income gap, many who are considering annuities hesitate [...]

By |2026-06-15T10:35:16-04:00June 15th, 2026|Annuities, Blog, Blogs, news, Retirement Planning|

Charisse is an Investment News, 40 Under 40 Winner!

The wait is over. Investment News has just released their 2018, 40 Under 40 Winners and we’re proud to announce that Charisse is one of them! Every year, they showcase the nation’s finest young financial advisors and associated professionals in the financial planning industry. Learn more about her story and how she became a member of the [...]

By |2018-06-20T21:51:33-04:00June 20th, 2018|Financial Planning, Latest News, news|
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