Jeff Root

Last Updated: January 2021 As consumers invest, only a few desired outcomes are typically a primary concern: increasing wealth and retirement planning. That is what investing is all about unless you get an adrenaline rush from playing the market. While some investments can create wealth much faster, others are more known for safety and lower.. Read More

Last Updated: January 2021 Fixed annuities have a lot to offer and can be extremely beneficial towards your retirement planning. While some annuities have more aspects that are less predictable but can offer more potential gain, others are more reliable, predictable, and an investment you can depend on for your retirement years. A fixed income.. Read More

Last Updated: January 2021 If you believe you already have enough money set aside to live well into your 80’s or even 90’s, likely, you have already put together a robust financial plan and know how you are going to reach your goals. Unfortunately, most individuals do not fall into this category and need some.. Read More

Last Updated: January 2021 Life insurance and annuities are two completely different products that can both help you to protect your assets, income, and families. It’s important to understand the differences in how they can help you and your family financially. In order to have know which makes the most sense for your situation, you.. Read More

Last Updated: January 2021 Annuities are often considered for individuals entering retirement, and for good reason. If you understand your financial situation and how living longer will impact it, annuities can be a viable addition to your portfolio. In this article, we will cover the pros and cons of annuities and what pitfalls to avoid.. Read More

Last Updated: January 2021 Annuities are offered in several forms and have helped individuals invest based on their unique needs and financial portfolios for over 200 years. Annuities can be considered an additional retirement vehicle providing guaranteed income in the later years of life, and they can also be purchased at younger ages to be.. Read More

Last Updated: January 2021 Annuities are a unique financial vehicle that can serve beneficial to many individuals attempting to provide secure retirements and money that can be streamed as income for life. What’s often overlooked with annuities when structured as an investment vehicle is the aftermath and what takes place with remaining funds if the.. Read More