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...
by Charles Bobo | Dec 7, 2023 | Retirement Planning
In 2023, Individual Retirement Accounts (IRAs) have shown mixed performance. While it’s important to note that the performance of IRAs can vary based on individual investment choices and market conditions, a general overview indicates both positive and negative...
by Charles Bobo | Aug 10, 2023 | Legacy Preparation, Retirement Planning
Annuities guarantee principal and offer upside market potential Annuities are a growing option for those seeking more guaranteed sources of income in retirement and for those seeking more security from volatile markets. Annuities can provide solutions for both, but...
by Charles Bobo | Jun 26, 2020 | Legacy Preparation, Retirement Planning
The CARES Act provides IRS relief to millions of Americans Congress jumped into action in March with the CARES Act to provide financial relief for Americans displaced by the nationwide COVID-19 shutdowns that lasted through April, and continue to linger today. A...
