Annuities

Annuities are often used as a tool for guaranteed income in retirement Scott discusses when it does (and does not) make sense to use an annuity in your portfolio. This week we are talking about Income Planning, specifically annuities.  Annuities should not be polarizing. The question is not whether they are good or bad, but…

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How to Plan for Unexpected Early Retirement

One third of recent retirees retired sooner than they planned. Scott discusses specific things to keep in mind in case it happens to you. If you have any questions, please don’t hesitate to call us at 844-CARLSON (844-227-5766).

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May 2021 Recap

Written By: Dan Moylan, Chief Investment Officer The official first day of summer is on the way and the vaccinations have accelerated our economic recovery in the U.S., allowing most venues to operate once again at full capacity.  It’s certainly nice to see baseball games with fans again.  The recovery should allow the bulls to…

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