Annuities are popular retirement savings vehicles. Chances are you’ve heard many—possibly conflicting— opinions about them.…
Check out some of our articles and Fortegic posts below. Great information for all types of investors and individuals. You’ll find timely news posts and informational posts about products and strategies regarding many different aspects of the financial industry.
Getting (Mentally) Ready to Retire
Even those who have saved millions must prepare for a lifestyle adjustment. A successful retirement…
Are You Retiring Within the Next 5 Years?
What to focus on as the transition approaches You can prepare for the transition years…
How Market Cycles Can Impact Retirements
Sequence of returns can play a role in your overall portfolio. A thoughtful retirement strategy…
Conducting Your Mid-Year Financial Checkup
The midpoint of the year is a great time to review your financial position. With…
Inflation Can Be a Scary Word
There are compelling reasons to adopt a wait-and-see approach. Inflation can be a scary word…
The best protection against bad trouble is good planning
If you haven’t done so already, now is a good time to emergency-proof your finances.…
Funding a Buy-Sell Agreement with Life Insurance
As a partner or co-owner (private shareholder) of a business, you’ve spent years building a…