Brandon Bowen |
July 29, 2014 |
Annuity Basics, Retirement Planning
As you consider all of your financial options, there is one simple question or thought that you must filter your decisions and strategies through to have a successful, independent retirement. However, before you can look at various solutions, you have to understand the needs of your household. Once you know how much your monthly expenses are and how much you need for income in retirement, you are now ready to take the next step. The single most important question that you and your advisor must...
View Article
Jerry Rogers |
January 14, 2014 |
Annuity Beneficiaries, Annuity123, Jerry Rogers, Member Posts
One great advantage of owning an annuity is the ability to, upon your death, have your money flow to your beneficiaries without having to go through probate. Beneficiary designations take precedent over wills. If you do not name a beneficiary your money flows to your estate. This may tie it up for an extended period of time and will subject it to court fees. On the other hand, an insurance company will distribute the balance of an annuity within a matter of a few weeks...
View Article
Jerry Rogers |
May 8, 2013 |
Press Releases
Annuity123 is excited and honored to report that Andy Cook has joined its network of retirement income counselors for the benefit of consumers in the Charleston area who are in need of obtaining personalized retirement planning guidance. Please see below for an overview of Andy Cook’s practice. Company Name: Retirement Strategies and Solutions Brief Business Description: At Retirement Strategies and Solutions, we recognize that developing financial strategies is a process, not a product. It is a process that involves discovering your goals and developing a plan...
View Article
Jerry Rogers |
February 27, 2013 |
Press Releases
Annuity123 is excited and honored to report that Kevin N. Hedges has joined its network of retirement income counselors for the benefit of consumers in Charleston, Atlanta, Charlotte & Miami who are in need of obtaining personalized retirement income guidance. Please see below for an overview of Hedges’ practice. Company Name: Hedges Wealth Management LLC, Hedges Insurance Agency LLC Brief Business Description: Hedges Wealth Management LLC is a fee based Registered Investment Advisor (RIA) with clientele stretching throughout the South East in major cities such...
View Article
