Lisa is a specialist in all life insurance lines and retirement income planning and enjoys helping families and individuals protect their loved ones and wealth in order to ensure they can retire comfortably. Lisa is also a licensed Realtor® in the state of Florida and has 15 years of experience with business, real estate and insurance. She lives in beautiful, sunny Florida with her husband, Mr. Brinks, their two daughters, Briana and Brooklyn and black lab, Magnolia Mae.
If your parents are nearing retirement, you might find yourself beginning to wonder what their plan is for living off of their savings — or if they even have any savings to live off of.According to a 2020 AARP report, al...
In times of prolonged market crashes, some investors grow weary of falling balances and the subsequent stress of seeing one’s hard-earned savings disappear down the rat hole of Wall Street. Some may pull out of the market all together and only...
It’s never too early — or too late — to plan for retirement. But today’s investors have a range of financial vehicles to choose from, ranging from stocks, bonds, and annuities.
What Are Annuities?
Broadly speaking, annu...
I love annuities!
I hate annuities!
That’s the way it is with these unique financial vehicles. People either love them or hate them. Annuities remind me of politics. They ignite polarized beliefs that make it difficult to have fruitful discus...
The advisor who tells clients to never consider an annuity is “a fool” and “shouldn’t be in the financial business,” argues Stan Haithcock, otherwise known as Stan the Annuity Man, in an interview with ThinkAdvisor....
Annuities are a type of investment that provides regular payments to the investor. They offer a variety of different benefits, including tax-deferred earnings and guaranteed lifetime income. This article will explore the types of annuities available...
Fixed indexed annuities are often pegged as a safer way to invest in the market. As such, many financial advisers spurn the product due to its perceived inefficiencies in growing wealth when compared to straightforward investment strategies.
This is...
The U.S. annuity market underwent a significant shift following the Great Recession. Prior to the economic crash, variable annuity sales propelled growth in the annuity market, accounting for over 70% of the $265 billion in annuity sales in 2007.
Af...
You may see her at the cash register of the local supermarket or drugstore. She's in her 60s, 70s or 80s and can't afford to retire. Her savings and Social Security benefits don't pay the bills.
It's a common problem. Women on averag...
Even if you love what you do for a living, at some point you need to face the music and retire . That's not a bad thing either. After all, you've earned the right to thrive throughout your golden years.
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