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News | Event | Resources

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What is the Difference Between Fixed Annuities vs. Variable Annuities?
03/2017

Annuities are defined as being a contract that is between an individual and an insurance company. An annuity contract can provide...

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What Are Annuity Surrender Charges?
02/2017

There can be a number of advantages to owning an annuity, including the tax-deferred growth of the funds within the contract, as...

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5 Mistakes People Make when Planning Retirement
01/2017

According to the Social Security Administration, a 65-year-old woman today will, on average, live to the age of 86.6, and a man...

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How to Start Planning for Retirement in 5 Steps
01/2017

A happy retirement can mean different things to different people. For example, while some may wish to travel the world when their...

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When Should I Start Planning my Retirement?
12/2016

While we all find ourselves dreaming about retirement at one time or another, as you actually get closer to that time, having a...

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When Can You Begin to Take Social Security?
11/2016

When Can You Begin to Take Social Security?

For many people, Social Security will make up an ample portion of their overall...

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The Pros and Cons of the Most Popular Indexing Methods for Fixed Indexed Annuities
11/2016

Fixed indexed annuities, or FIAs, have grown in popularity over the past several years. This is due in part to these financial...

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How Do Annuity Payments Work?
11/2016

One of the primary features of an annuity is the stream of income that it can provide. Today, many people own annuities for the...

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What are Annuity Riders?
11/2016

When purchasing various types of insurance coverage, you may also have the ability to add certain riders. A rider can be defined...

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5 Myths About Annuities
10/2016

Over the past several years, annuities have become more popular as a means to help prepare for retirement, as well as a source of...

How Financial Advisors and Finanical Professionals Get Paid
10/2016

When you’re looking for financial advisors or professionals, it’s important to find out how they will get paid. Financial...

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How to Save Taxes in Retirement
08/2016

Retirement means leaving the days of cashing paychecks behind you, but it doesn't mean you get to stop paying tax on your income....

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6 Risks to Plan for in Your Retirement Strategy
07/2016

Retirement is an exciting time but it can also be unpredictable. No matter how well you plan for your golden years, there will be...

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The Equation to Determine the Sustainability of Your Retirement Plan
06/2016

As a soon-to-be or recent retiree, your goal is to ensure a successful, happy retirement and avoid running out of money.

Two...

The Difference Between Wealth Accumulation and Distribution
06/2016

In your 30s and well into your 60s, accumulating wealth and saving money is one of your primary goals. It’s the time in your life...

The 5 Important Retirement Questions You Need to Ask Now
06/2016

When you’re just beginning your career, retirement may be the last thing on your mind. Then, next thing you know, you’ve hit the...

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What Your Financial Legacy Means Today and Beyond
05/2016

Considerations to Guide You Through

At some point, while traveling on the road to retirement, the concept of a financial legacy...

Annuities 101: Make Your Retirement Income Last A Lifetime
Annuities 101: Make Your Retirement Income Last A Lifetime
05/2016

Often we hear the word “annuity” when the winning Powerball ticket has a value of millions of dollars and everyone is dreaming...

Toys for Wolfson Children's Hospital
12/2015

If you've visited our office, you may have noticed the toy shelves on the wall outside of the main conference room. For several...

5 Ed Slott Clips Retirees Won't Want to Miss
10/2015

Are Taxes Going Up in the Future?
10/2015

No one has a crystal ball that provides a definitive answer to future tax liability. But if you look at the situation as a whole,...

Traveling in Retirement: Satisfying Wanderlust in Retirement with a Well-Tended Nest Egg
09/2015

Big thanks to David O. for doing this interview. He and his wife, Susan, are long-time clients and great friends of everyone at...

Our Favorite Yogi-isms
09/2015

From the New York Times:

Join us for our September Open House!
09/2015

We had a great time at this get-together! Click here to see our upcoming events.

I've heard it said that seeing a financial representative is kind of like seeing...

The Facts About Retirement Annuities, Part 1
06/2015

Learn more in our free Annuities 101 booklet

RVing in Retirement: 7 Tips for Getting Started
06/2015

Has the open road been calling your name since you were in stuck in the rat race during your working years? Retirement is a great...

13 Jacksonville-Area Golf Courses To Add To Your List
05/2015

Florida has long since been a destination for retirees and golfers — after all, it is the sunshine state with more golf courses...

Eric & Sam's Link List
05/2015

Monday, May 18

Golf More in Retirement with These Three Financial Strategies
05/2015

Don’t Let Financial Bogeys Take You Off Course

The Guided Tours Every Retired American Should Take
05/2015

Download our free Preparing for Retirement eBook to learn more about how shaping your finances with insurance products like...

Updated: An Evening with Brian Bloom
09/2014

We had a wonderful evening with guest speaker Brian Bloom! Mr. Bloom shared his insight on some topics very relevant to retirees,...

Stratton & Company on the air — our segment on WJCT
07/2014

This morning, Stratton & Company was on the air! Cindy Collins, our executive vice president, was a guest on First Coast Connect...

Stratton & Company on the air — our segment on WJCT
07/2014

This morning, Stratton & Company was on the air! Cindy Collins, our executive vice president, was a guest on First Coast Connect...

Your Anniversary Program: Looking at the Big Picture
05/2014

Now that 2014 is in full swing, many of you have experienced our new anniversary program. This new process gives us an...

Lifetime Planning Considerations
11/2013

(Part II of Integrating your Legal Plan with your Financial and Retirement Strategies)

Integrating your Legal Plan with your Financial and Retirement Strategies
10/2013

by Grady H. Williams, Jr., LL.M., Attorney

Clients often have a wide variety of financial and retirement assets. But what about...

Get Ready for Ed Slott, America’s IRA Expert
08/2013

by Adam Wolf CPA, CFP®