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Annuities have evolved far beyond lifetime income. Today they offer protected growth, tax-deferred earnings, estate advantages, and customizable benefits that help safeguard your retirement and your family. Discover why they remain a powerful cornerstone for millions of Americans.

I just might be a collector of voices and voice tone. Here’s what I mean. Early in our marriage my wife and I moved from Wisconsin to Missouri for a job promotion. After 4 years there we moved back to Wisconsin (our home state), actually moving back to our hometown after being gone from there for over 10 years. With this came friendly encounters with old friends. In this case these encounters were at church, the grocery store, picking out a Christmas tree, etc. They weren’t p

Missing your RMD can lead to steep penalties. Learn why it’s your responsibility—not your custodian’s—to stay on top of your distribution amount and how early planning can save you money and stress.

Your financial future depends on answers only you can give. These 40 rarely asked questions challenge how you think about taxes, longevity, risk, and retirement security.

Many Americans misunderstand Social Security—especially when it comes to claiming age, longevity, and future benefits. Here’s what the data actually shows.

As nonprofits navigate excise taxes and retention challenges, life-insurance-based executive benefit strategies are becoming essential tools for attracting and keeping top talent.

Fixed Index Annuities (FIAs) give retirees a powerful way to increase stability, protect principal, and improve long-term retirement success. As shown in the case study below, adding an FIA to a retirement plan can significantly boost the probability of success by offering market-linked growth, downside protection, and greater flexibility. In a world of increasing longevity and market uncertainty, FIAs provide retirees with confidence and a more predictable financial future.

Choosing between a Roth IRA and a Roth 401(k)? Both offer powerful tax benefits, but the right option depends on your flexibility needs, investment choices, and long-term strategy.

From wills and powers of attorney to business succession and life insurance, estate planning is more than transferring assets—it’s creating clarity and protection for the future.