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What is the Difference Between Fixed Annuities vs. Variable Annuities?

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

What Are Annuity Surrender Charges?

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

5 Mistakes People Make when Planning Retirement

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...

How to Start Planning for Retirement in 5 Steps

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

When Should I Start Planning my Retirement?

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

When Can You Begin to Take Social Security?

When Can You Begin to Take Social Security?

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

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

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

How Do Annuity Payments Work?

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

What are Annuity Riders?

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

5 Myths About Annuities

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

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

How to Save Taxes in Retirement

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

6 Risks to Plan for in Your Retirement Strategy

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

The Equation to Determine the Sustainability of Your Retirement Plan

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


The Difference Between Wealth Accumulation and Distribution

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

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...

What Your Financial Legacy Means Today and Beyond

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

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

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

Are Taxes Going Up in the Future?

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

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

From the New York Times:

Join us for our September Open House!

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

Learn more in our free Annuities 101 booklet

RVing in Retirement: 7 Tips for Getting Started

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

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

Monday, May 18

Golf More in Retirement with These Three Financial Strategies

Don’t Let Financial Bogeys Take You Off Course

The Guided Tours Every Retired American Should Take

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

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

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

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

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

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

Integrating your Legal Plan with your Financial and Retirement Strategies

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

by Adam Wolf CPA, CFP®