life



A person's hand places a coin in a nearly empty piggy bank that sits on a bed.
Annuity Awareness Month June is Annuity Awareness Month, so let’s explore the basic kinds of annuities and why you might consider purchasing one. What is an annuity? An annuity is a contract between an insurance company and an individual, the annuitant, allowing the person to contribute funds by paying a premium, […]

Annuity Awareness Month








Coin stack with young green sprout growing on top to symbolize financial life stages concept.
Financial Life Stages A person goes through financial stages throughout life: accumulation, building, and retirement years. Each life stage has a set of actions to take based on needs. Those actions may include buying a house, purchasing a car, starting a family, saving for retirement, and dealing with illness or death. Knowing the […]

Financial Life Stages