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An annuity is a financial product that provides a series of payments made at equal intervals. It is typically used as a retirement income tool.

Annuities can be a suitable option for retirement income, offering a guaranteed stream of payments. However, it depends on individual financial goals and circumstances.

Annuity payments are typically taxed as ordinary income. However, if the annuity was purchased with after-tax dollars, a portion of each payment may be considered a tax-free return of principal.

Long-term care (LTC) costs have the potential to significantly impact and even erode an individual's wealth. Long-term care services, which include assistance with activities of daily living and extended healthcare needs, can be expensive, and the costs can accumulate over an extended period.

We have life insurance strategies that facilitate the transfer of wealth from one generation to another. These policies are often used as part of estate planning to preserve and pass on assets while providing financial protection for beneficiaries. There are several types of life insurance policies that can be utilized for wealth transfer purposes.