by A&A Editorial Team | May 20, 2024 | A&A Editorial Team, Asset Management/Advisory, Wealth
In financial planning, it’s easy to assume that the ultra-wealthy have all their bases covered. After all, they have significant resources at their disposal. But a closer look reveals that even the wealthiest individuals and families have hidden gaps in their...
by Chris Campbell | May 20, 2024 | Chris Campbell, Protection/Income, Wealth
High-net-worth individuals are constantly seeking strategies to safeguard and grow their wealth. Annuities have emerged as a popular choice due to their stability, tax benefits, and the creditor protection they offer, among other advantages. Annuities provide a secure...
by Austin James | May 10, 2024 | Austin James, Protection/Income, Wealth
Annuities offer a valuable solution to the need for stable retirement income, providing guaranteed monthly paychecks during a person’s golden years. However, despite the apparent benefits, many individuals hesitate to embrace annuities due to various perceived...
by A&A Editorial Team | May 10, 2024 | A&A Editorial Team, Accumulation & Retirement Income, Wealth
As America approaches “peak 65” in 2024, a record-breaking number of baby boomers are reaching retirement age, with approximately 4.1 million Americans turning 65 this year alone. This demographic shift is set to have significant implications for the...
by A&A Editorial Team | May 10, 2024 | A&A Editorial Team, Protection/Income, Wealth
Retirement is a time of great anticipation and excitement but can also bring uncertainty and anxiety. Many worry about outliving their savings or needing more income to maintain their desired lifestyle. However, with proper financial planning that harnesses...
by Amber Allen | Apr 16, 2024 | Amber Allen, Asset Management/Advisory, Wealth
The modern family dynamic is shifting, and women increasingly take the reins as financial decision-makers and primary breadwinners. As highlighted by the 2023 Women Money Power Study, nearly half of American women (49%) now self-identify as their household’s...
