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Annuities are defined as being a contract that is between an individual and an insurance company. An annuity contract can provide...
There can be a number of advantages to owning an annuity, including the tax-deferred growth of the funds within the contract, as...
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...
A happy retirement can mean different things to different people. For example, while some may wish to travel the world when their...
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?
For many people, Social Security will make up an ample portion of their overall...
Fixed indexed annuities, or FIAs, have grown in popularity over the past several years. This is due in part to these financial...
One of the primary features of an annuity is the stream of income that it can provide. Today, many people own annuities for the...
When purchasing various types of insurance coverage, you may also have the ability to add certain riders. A rider can be defined...
Over the past several years, annuities have become more popular as a means to help prepare for retirement, as well as a source of...
When you’re looking for financial advisors or professionals, it’s important to find out how they will get paid. Financial...
Retirement means leaving the days of cashing paychecks behind you, but it doesn't mean you get to stop paying tax on your income....
Retirement is an exciting time but it can also be unpredictable. No matter how well you plan for your golden years, there will be...
As a soon-to-be or recent retiree, your goal is to ensure a successful, happy retirement and avoid running out of money.
Two...
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...
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...
Considerations to Guide You Through
At some point, while traveling on the road to retirement, the concept of a financial legacy...
Often we hear the word “annuity” when the winning Powerball ticket has a value of millions of dollars and everyone is dreaming...
If you've visited our office, you may have noticed the toy shelves on the wall outside of the main conference room. For several...
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,...
Big thanks to David O. for doing this interview. He and his wife, Susan, are long-time clients and great friends of everyone at...
I've heard it said that seeing a financial representative is kind of like seeing...
Learn more in our free Annuities 101 booklet
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...
Florida has long since been a destination for retirees and golfers — after all, it is the sunshine state with more golf courses...
Don’t Let Financial Bogeys Take You Off Course
Download our free Preparing for Retirement eBook to learn more about how shaping your finances with insurance products like...
We had a wonderful evening with guest speaker Brian Bloom! Mr. Bloom shared his insight on some topics very relevant to retirees,...
This morning, Stratton & Company was on the air! Cindy Collins, our executive vice president, was a guest on First Coast Connect...
This morning, Stratton & Company was on the air! Cindy Collins, our executive vice president, was a guest on First Coast Connect...
Now that 2014 is in full swing, many of you have experienced our new anniversary program. This new process gives us an...
(Part II of 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...