Investing in the Wake of COVID-19

by Natalie Babik on

Intro

By now, there’s a good chance that the recent market downturn resulting from the COVID-19 pandemic has left you questioning your investment strategy. In fact, there’s a good chance that you lost a good chunk of change during the rapid sell-offs in early-mid March. But now that the sudden...

Annuities have provided retirees with a safe and secure retirement solution for generations.  Deferred annuities have been a solid way to accumulate retirement assets on a tax deferred basis, and immediate annuities are still considered to be the soundest way to generate a dependable, guaranteed income for life, or for a specified period.

High earning professionals and executives need the ultimate in disability income protection without which they can jeopardize their financial future. It’s not enough just to buy a policy; you need to know that it will pay the benefits you expect when it’s needed the most. Each of these tips provides a vital piece of the disability insurance puzzle.

The term beneficiary crops up every now and again. Usually you’ll see it on an insurance form or hear about it in relation to a will, but despite the nonchalance we toss the term around with, beneficiaries are incredibly important. Let’s break down the details on how and why beneficiaries matter.

Vacation season is almost upon us and, for many Americans who haven’t traveled abroad in several years, their vacations have been years in planning. However, even the best laid plans can quickly come unraveled if you don’t take some extra measures to ensure that your finances are protected before you leave on your trip.

Game of Life: Financial Planning At Every Age

by Natalie Babik on

If you’ve ever played the Game of Life board game, it becomes clear that compressed into the colorful path there are various stages of life. Each stage holds its own major financial challenges as well as prospective profits in addition to surprises (new baby!) and forks in the road.

The annuity industry must have studied the story of Goldilocks and the Three Bears because, after recognizing that investors weren’t very keen on low fixed yields or the vicious volatility of the stock market, they came up with a product, that for most people, would seem to be just right – Indexed Annuities.

Financial Planning for Young Professionals

by Natalie Babik on

You’re 25 and feeling alive. You’re settling into life after university, paying off your debts and slowly figuring how to “adult”. But with the responsibility of bills, rent, and even keeping up social appearances, prioritizing financial planning is something far too often pushed to the side.

Navigating a Financial Crisis

by Natalie Babik on

During a crisis, you need answers, and your financial advisor knows this. It is a scramble to find the right information, and sometimes you do not even know whom to call. So, what do you do? Well, luckily for you, we have spent some time thinking about this and have come up with some of the most...

Diversification is one of the cornerstones of traditional investment advice. The most common saying we hear is “never put all your eggs in one basket” and the moral holds true. Markets go up and down through economic change, business cycles, and a wide variety of factors changing investment outcomes...