Tax Deferred Annuities: Are They Right for You?

Listen in Saturday morning to Shane and Susan as they discuss tax deferred annuities.  They break the ins and outs of how they work, the potential uses, advantages and disadvantages. 

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Market Watch

Market Watch for Week of December 12th, 2016


Market Watch provides a snapshot of the past week’s movements and news regarding the major financial stock indices and other global financial markets.

2016 Year-End Tax Planning Basics

The window of opportunity for many tax-saving moves closes on December 31, so it’s important to evaluate your tax situation now, while there’s still time to affect your bottom line for the 2016 tax year.

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Indexed Annuities

wpt048An indexed annuity (IA) is a contract between you and an insurance company. You pay premiums in a lump sum or periodically, and the issuer promises* to pay you some amount in the future. The IA issuer also provides a minimum guaranteed* interest rate on your premiums paid. [Read more…]

Retirement Plans for Small Businesses

As a business owner, you should carefully consider the advantages of establishing an employer-sponsored retirement plan. Generally, you’re allowed a deduction for contributions you make to an employer-sponsored retirement plan. In return, however, you’re required to include certain employees in the plan, and to give a portion of the contributions you make to those participating employees. [Read more…]