Resources
Financial Tools & Insights
Learn the basics:
fixed Index Annuities
A fixed index annuity offers market-linked growth with no risk to your principal, ensuring protection during downturns. It guarantees lifetime income, with the potential for income growth and flexibility to adjust as needed. This secure, customizable tool provides reliable retirement income and protection against market volatility.
Learn how MYGAs and Certificates of Deposit (CDs) work and why MYGAs typically offer double the interest rates of CDs. Discover the tax benefits of MYGAs compared to CDs. Understand why MYGAs are considered a safe money solution for your financial planning.
Help protect your assets by covering the costs of care services not typically covered by regular health insurance. Learning about long-term care insurance ensures you're prepared for potential future care needs and can maintain your financial security.
Knowing the basics of Medicare is essential for understanding your healthcare coverage options as you approach retirement. Familiarizing yourself with the different parts of Medicare helps you make informed decisions about your healthcare and avoid unexpected costs.
Resource Documents
documents to help with understanding retirement