by Alicia Allen | Jul 11, 2024 | Blog
Author: Josh Pennington Essential Steps in Estate Planning: Safeguarding Your Legacy Estate planning is a crucial process that ensures your assets are distributed according to your wishes and minimizes potential conflicts among your heirs. While it may seem daunting,...
by Alicia Allen | May 31, 2024 | Blog
Author: Josh Pennington Comparing CDs vs. Annuities: Understanding the Benefits and Risks for Financial Stability Fixed Indexed Annuities (FIAs) and Certificates of Deposit (CDs) are two popular financial instruments known for their stability and predictable returns....
by Alicia Allen | May 21, 2024 | Blog
Author: Josh Pennington In today’s landscape of financial planning, high-income earners face unique challenges when it comes to securing their retirement. Traditional retirement vehicles may not offer the flexibility, tax advantages, or growth potential desired...
by Alicia Allen | Feb 23, 2024 | Blog
Author: Josh Pennington In the realm of retirement planning, IRA to Roth conversions have emerged as a powerful tool for individuals seeking to optimize their financial strategies and secure a more tax-efficient future. While navigating the intricacies of these...
by Alicia Allen | Feb 15, 2024 | Blog
Author: Josh Pennington The Setting Every Community Up for Retirement Enhancement (SECURE) Act, signed into law in December 2019, brought significant changes to retirement planning and financial strategies. While primarily focused on enhancing retirement security for...
