by John Poston | Aug 7, 2024 | John Poston, Protection/Income, Wealth
The first quarter of 2024 painted a rosy picture for the annuity market. Sales soared to a record-breaking $113.5 billion, a staggering 21% increase compared to last year. This robust growth comes amidst looming regulatory changes and economic uncertainties....
by John Poston | Aug 7, 2024 | John Poston, Protection/Income, Wealth
New research shows the traditional goal of saving a million-dollar nest egg for retirement is being reevaluated. Recent insights from Hearts & Wallets, a leading data and benchmarking firm specializing in financial advice, suggest a shift toward a more nuanced...
by John Poston | Mar 12, 2024 | Accumulation & Retirement Income, John Poston, Wealth
When it comes to planning for retirement, it’s not just about saving and investing. Retirees should consider every factor that can affect their financial well-being, and one thing that often gets overlooked is the impact of taxes on their hard-earned savings....
by John Poston | Oct 17, 2023 | John Poston, Protection/Income, Wealth
Investors should always consider options that not only protect principal, but also provide the potential to earn an attractive rate of return. A fixed indexed annuity (FIA) is a great option to consider for clients who want to benefit from the potential of the market...
by John Poston | Oct 6, 2023 | John Poston, Life, Wealth
As the population ages, securing a financially sound retirement and the necessary funding for long-term care (LTC) has become a major challenge for most Americans. It’s estimated that 70% of people over the age of 65 will need to pay for some form of LTC in their...
by John Poston | Sep 27, 2023 | Accumulation & Retirement Income, John Poston, Wealth
The calculations are simple: While Americans may think they need more, they can retire without having millions in their bank account. Brett Arends, of MarketWatch, reported a vast difference between how much money the average American in 2023 thinks they “need” to...
