Cash Flow Planning and College Funding
With the rapidly increasing tuition costs each year, early planning for college is essential…
See Case StudyAre you interested in learning how a tailored approach to financial planning can help you address some of your most pressing financial challenges?
Our financial advisors at Annuity Strategic have compiled a few case studies at different life stages to help illustrate how, through successful financial planning, we have helped others achieve financial success.
With the rapidly increasing tuition costs each year, early planning for college is essential…
See Case StudyA retired couple was living primarily on investment income…
See Case StudyA young couple were looking to take the next step and purchase their first property together…
See Case StudyIf you're just starting out in the workforce, the very best thing you can do for yourself is to get started in your workplace retirement plan. Contribute enough to grab any matching dollars your employer is offering (a.k.a. the last free money on earth).
Financial literacy is an issue that should command our attention because many Americans are not adequately organizing finances for their education, healthcare and retirement.
Smart financial planning - such as budgeting, saving for emergencies, and preparing for retirement - can help households enjoy better lives while weathering financial shocks. Financial education can play a key role in getting to these outcomes.
Retirement is like a long vacation in Las Vegas. The goal is to enjoy it the fullest, but not so fully that you run out of money.
Preparation for old age should begin not later than one’s teens. A life which is empty of purpose until 65 will not suddenly become filled on retirement.
Before you speak, listen. Before you write, think. Before you spend, earn. Before you invest, investigate. Before you criticize, wait. Before you pray, forgive. Before you quit, try. Before you retire, save. Before you die, give.