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Contact Us: (941) 330-6610
Resources
Resources
Articles of Interest
The Wall Street Journal - How to Create a Pension (With a Few Catches)
Americans with pension envy increasingly are turning to a relatively new breed of annuity, known as "longevity" insurance, to restore some financial security to what are supposed to be their golden years. Read More...
Boomers In Transition: How to Craft Your Retirement Plan
The Great Recession might be officially over, but that doesn’t mean boomers have forgotten the devastation it caused on their retirement accounts and the shockwaves that are still impairing the economic recovery.Read More...
Say Goodbye to the 4% Rule
Can your nest egg last your whole lifetime? It's getting tougher to tell.Read More...
How to go 40 Years Without a Paycheck
44% of all early boomer households are likely to run short of money in retirement. Read More...
Using Life Insurance to Fund Your Retirement
An increasing number of middle-aged and senior Americans are looking at life insurance for the financial benefit it can provide during their golden years.Read More...
7 Retirement Planning Myths Debunked
No matter how many years you are from calling it quits, it's essential to have some kind of plan in mind for financing retirement. Read More...
Answering Americans’ Top 5 Questions About Social Security
Americans want to know how to get the most from their Social Security benefits, and they have posed more than 11,000 questions to AARP over the years.Read More...
Retirement Questions
The Basics of Annuities
Do You Need Life Insurance?
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