Category: Annuities

Pension Lump-Sum vs. Annuity: Which to Choose?

One of the questions we often get from our clients is, “Should we take the lump-sum option or the annual payments when receiving distributions from...

Bundle Up? Not When It Comes To Financial Services

For many people subscribing to satellite services or cable television over the last couple of decades, the business model has been "bundling services" like television,...

Annuities: Are They a Good Option in Turbulent Times?

As Americans get older and the stock market goes through a periodic decline, the temptation to decrease risk over fears of running out of money...