Broker Check

715-235-7575

November 2021: Retirement Readiness

| November 02, 2021

Our Retirement Readiness newsletter features a few misconceptions about Social Security, the difference between immediate and deferred annuities, a split annuity strategy, and an overview of where your retirement money will come from. Hope you enjoy, and as always, reach out with any questions. Have a great day! 

Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.