Feb 15, 2024 | Retirement Planning
As we near retirement, the ability to recoup investment losses becomes critical. Therefore, a strategy to reduce risk as you near retirement should be targeted. Target Date Funds, which are usually mutual funds, self-adjust their portfolio based upon a fixed date. As...
Jan 17, 2024 | Retirement Planning
A fixed index annuity is a contract between you and an insurance company that may help you reach your long-term financial goals. In exchange for your premium payment, the insurance company provides you with income, either starting immediately or at some time in the...
Dec 14, 2023 | Uncategorized
The huge rise in prices we’re seeing from inflation is causing investors a lot of anxiety. The important thing to understand about inflation is that it’s not the amount in your portfolio that matters, but that inflation diminishes the buying power of those...
