120+ Annuity Resources

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David Novak
David Novak
May 16, 2024 12 min read

An annuity can play a significant role in your overall retirement planning strategy, often being regarded as a pillar to retirees’ financial futures. This insurance product not only provides a guara...

Choosing Annuity Beneficiaries
David Novak
David Novak
Mar 14, 2024 7 min read

It goes without saying that the passing of a spouse is an emotionally devastating occurrence that is also probable to cause significant changes to your financial status. As you navigate such a challen...

Financial Planning with Annuities After a Spouse’s Passing
David Novak
David Novak
Mar 10, 2024 7 min read

Determining the right time to invest in an annuity can lead to further efficiency in your financial strategies for retirement. A popular choice for any retiree, annuities offer a guaranteed and consis...

Optimal Age for Annuity Investments
David Novak
David Novak
Mar 17, 2023 10 min read

Although planning for retirement may seem overwhelming, the right tools and informed decision-making can help tremendously in making it a more convenient process. An annuity is one such tool, offering...

The Role of Annuities in Retirement Income Planning
David Novak
David Novak
Jan 13, 2019 8 min read

Many sources, including latest article in LA Times and several articles on well-known websites like ssa.gov and schwab.com state that many retirees lose out on valuable benefits because they collect t...

When Is the Best Time to Start Receiving Social Security Benefits?
David Novak
David Novak
May 14, 2017 9 min read

Selecting the right investment for your financial future can be an intricate process, especially in our ever-evolving economy today. Annuities, offering financial stability to retirees through a guara...

Is an Annuity Right for You?
David Novak
David Novak
Jun 06, 2015 4 min read

GAO Report Suggests Annuities as Retirement Income OptionThe U.S. Government Accountability Office (GAO) reports that financial experts typically recommend that middle-net-worth retirees use a portion...

Annuities As A Retirement Income Option
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