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Tag Archive: john casasanta

Which Type of Annuity Fits Your Goals?

John CasaSanta

John CasaSanta | June 27, 2014 | , , , ,

We often hear the expression that an educated consumer is the best consumer. I believe this holds true, whether someone is purchasing an appliance or an annuity. When visiting a client for the first time, after a discussion of goals and objectives, I like to explain the four types of annuities. Immediate Annuity – This is similar to a personal pension and the most traditional form of an annuity. When you implement an immediate annuity, you will receive a set amount of money for a...

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How Can I Be Sure My Assets I Leave Behind Go To My Loved Ones?

John CasaSanta

John CasaSanta | September 4, 2013 |

During our careers the emphasis on retirement planning shifts many times.  When we begin our working careers the emphasis is on purchasing that first home.  The focus turns to our family and making sure our children have all of the essentials needed as they are raised.  During this time we are aware that someday we want to retire.  We focus on setting enough back to match what our employer is placing in the work 401K plan.  When we receive a raise or bonus often times we...

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