We were recently asked why we believe that an annuity can help with your retirement strategy. Three reasons come readily to mind. The first reason is that they can be used as asset protection. Fixed annuities, for example, are safer for your money than volatile investment options. The second reason is the possibility of a […]
An annuity is a financial product designed to provide a regular, guaranteed income stream (backed by the claims-paying ability of the carrier) over a specified period or for the rest of a person’s life. Essentially, it’s a contract between you and an insurance company in which you make a lump-sum payment called a premium. In
According to many experts, knowing your cash flow is the most important piece of information you will need in order to tell if you are not only living within your means, but if you have financial stability. Financial stability in retirement becomes increasingly important the older you get. The reason for that is as we
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An annuity is a lump sum of cash invested to produce a monthly stream of income for a fixed period or for life. Annuities tend to provide high layers of protection for your investments. Below are two famous annuity owners, as well as a handful of annuity misnomers. Contact us if you are interested in exploring options
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Annuities are one way to leverage a sudden influx of cash that may or may not have been expected, such as a bonus, inheritance, or sale of a small asset you had never factored into your financial profile. The reason they can be leveraged is because, unlike traditional tax-advantaged retirement or ‘qualified’ accounts, annuities have
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Theodore Moyer, an Investment Advisory Representative (IAR), offers advisory services through Gibbs Wealth Management (GWM), an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Legacy 360° Wealth Management LLC and GWM are independent of each other. Insurance products and services are not offered through GWM but are offered and sold independently by Legacy 360° Financial LLC, License #825355, and Theodore Moyer, License #597025.
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