Blog tagged as Retirement Income

A fixed annuity and a mutual fund are not interchangeable — they're designed for different jobs. Here's a clear comparison of what each does, what each costs, and which belongs where in a retirement plan..

Guaranteeing income for life with Social Security and an Annuity can help you supplement or replace your earnings from your employer when you retire or work less. Here is a simple way to do it, but it takes a tiny bit of planning now.

Annuities may lack 100% liquidity, however in exchange clients receive a host of benefits from guaranteed annuity products.