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Annuities

Single Premium Immediate Annuities (Part 2): Who Benefits Most from a SPIA?

by
Rick Fine
MBA, RMA®, CFP® - Principal and Director of Financial Planning

February 25, 2025

A SPIA is one of the simplest and most effective ways to secure a reliable stream of income in retirement, but it’s not one-size-fits-all.

Single Premium Immediate Annuities (Part 1)

by
Rick Fine
MBA, RMA®, CFP® - Principal and Director of Financial Planning

February 24, 2025

A Single Premium Immediate Annuity (SPIA) is a plain but powerful way to ensure predictable lifetime income.

Annuities: Confusing and Scary, or Good Investments?

by
Rick Fine
MBA, RMA®, CFP® - Principal and Director of Financial Planning

November 18, 2024

The image is of a confusing pattern because annuities are often confusing.

Annuities can be confusing and therefore, scary. They can also be valuable opportunities for the right investor.

Guaranteed Minimum Withdrawal Benefit Annuities – Part 2: The solution to rock solid financial security? Or too good to be true?

by
Rick Fine
MBA, RMA®, CFP® - Principal and Director of Financial Planning

August 25, 2016

 [Learn more…]

Guaranteed Minimum Withdrawal Benefit Annuities

by
Rick Fine
MBA, RMA®, CFP® - Principal and Director of Financial Planning

July 27, 2016

 [Learn more…]

Buying a Longevity Annuity

by
Frank Napolitano
J.D., CFP®, CFA® Charterholder - Senior Financial Advisor

September 29, 2015

 [Learn more…]

What is a Qualified Longevity Annuity Contract?

by
Frank Napolitano
J.D., CFP®, CFA® Charterholder - Senior Financial Advisor

August 18, 2015

 [Learn more…]

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