August 13, 2024

August 13, 2024

woman with a laptop and paperwork

Aug 13, 2024

7 min

Withdrawing Money From an Annuity

In this post, we will explore withdrawing money from an annuity, the potential penalties this can trigger, and ways to avoid those penalties if possible....

Financial Education

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Jun 23, 2025

9 min

Annuities vs Mutual Funds

While both serve as investment vehicles, they operate fundamentally differently and serve distinct purposes in a comprehensive financial strategy....
Man at kitchen table with hands in air confused

Jun 23, 2025

7 min

Are Equity Indexed Annuities and Indexed Annuities the Same?

The short answer is yes. Equity indexed annuities (EIAs) and indexed annuities are simply different names for the same financial product....
Man at desk looking into annuity buying options

Jun 20, 2025

9 min

How to Buy an Annuity

If you’re looking to purchase an annuity, we’ll walk you through everything you need to know about purchasing an annuity, from understanding the basics to making your final decision....
Big piggy banks with a blur of small piggy banks behind.

Jun 15, 2025

9 min

Annuities vs. Life Insurance

While both can play important roles in a comprehensive financial plan, they serve fundamentally different purposes and work in distinctly different ways....
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