July 25, 2024

July 25, 2024

piggy bank with lots of question mark symbol . Concept Are structured settlements a good idea

Jul 25, 2024

6 min

Are Structured Settlements a Good Idea? 

If you've recently won a major legal settlement or lottery payout, congratulations! A life-changing windfall of money just fell into your lap. But now comes the million-dollar question (perhaps literally): How do you take that...

Financial Education

man protecting the piggybank in hand

Jan 3, 2025

6 min

What is a Tax-Sheltered Annuity?

Tax-sheltered annuities (TSAs), also known as “403(b) plans,” are retirement savings vehicles designed specifically for employees of public schools, non-profit organizations, and certain religious groups....
young male doing research on phone

Dec 11, 2024

5 min

What is a Non-Qualified Annuity?

What exactly makes an annuity “non-qualified” and what does that mean for you? Let’s take a closer look at the ins and outs of this unique financial product…...
Cropped shot of Asian woman sitting at table doing financial plan and budget with calculator and laptop.

Dec 6, 2024

5 min

How to Calculate Annuity

Whether you're planning for retirement, seeking a stable income stream, or exploring investment strategies, understanding how to calculate different types of annuities is crucial for making informed financial decisions....

Dec 4, 2024

5 min

What Happens to an Annuity When You Die?

Many people are uncertain about what transpires with these investments when the annuitant dies. Understanding the potential outcomes is crucial for financial planning and ensuring your loved ones are protected....
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