by Charles Bobo | Feb 21, 2025 | Business Succession, Legacy Preparation, Retirement Planning
How to Create a Succession Plan There are several key steps necessary to create a comprehensive small business succession plan, and several ways to go about creating your plan. Some business owners may choose to create their own succession plan, while others may wish...
by Charles Bobo | Feb 2, 2025 | Fixed Index Annuities, Retirement Planning
CDs and Fixed Annuities have good similarities with Annuity being more versatile Certificates of Deposit (CDs) and short-term guaranteed annuities are both financial instruments designed to provide a secure and predictable return on investment. However, they differ in...
by Charles Bobo | Aug 26, 2024 | Legacy Preparation, Retirement Planning
At times I have conversations with customers and others over misunderstandings of certain products. On such occasions, I will throw together a quick video that — hopefully — increases everyone’s awareness and understanding. Today’s topic is the Fixed Index...
by Charles Bobo | Jul 13, 2024 | Legacy Preparation, Retirement Planning
What is the status of Social Security and my retirement? In 1930 the average lifespan of a man was 58 and for women was 62. In the beginning, the age at which citizens could begin to withdraw Social Security was 65. So what did this mean? It meant the government was...
by Charles Bobo | Dec 15, 2023 | Fixed Index Annuities, Retirement Planning
Fixed Index Annuities have certain features that make them superior to IRAs Fixed index annuities (FIAs) and Individual Retirement Accounts (IRAs) are two different financial products that serve different purposes and offer unique advantages. While both are popular...
