by Shelby Todd | Aug 28, 2025 | Blog
A Fresh Start for Your Financial Future Labor Day marks more than just the unofficial end of summer—it’s also the perfect time to hit reset and refocus on your financial goals. Just as families prepare kids to head back to school and businesses gear up for the fall...
by Shelby Todd | Aug 12, 2025 | Blog
If you’re nearing retirement (or already there), you don’t just need growth—you need reliable income, lower volatility, and a plan that holds up when markets don’t. The classic “60/40” portfolio—60% stocks and 40% bonds—was built for a different era. It’s 73 years...
by Shelby Todd | Aug 8, 2025 | Blog
In recent years, Wirehouse stockbrokers have consistently been critical of annuities, particularly fixed indexed annuities (FIAs). The narrative they present paints annuities as costly, inefficient, and unsuitable for modern investors. But the truth is that this...
by Shelby Todd | Aug 7, 2025 | Blog
Many Americans turn to bank CDs for stability and guaranteed returns. But there’s now a smarter, more efficient option: the Palladium MYGA (Multi-Year Guaranteed Annuity) from American National Insurance. This new 6-year MYGA offers a 10.52% guaranteed interest rate...
by Shelby Todd | Jul 28, 2025 | Blog
By Ford Stokes, RSSA, MBA When it comes to planning your retirement, you’ve likely heard of IRAs, Roth IRAs, 401(k)s, and annuities. But what about a Section 7702 Plan? If you haven’t heard of it, you’re not alone. Yet for many high-income earners...
by Shelby Todd | Jul 23, 2025 | Blog
By Ford Stokes, RSSA®, MBA Published on ActiveWealth.com and RetirementResults.com On July 4, 2025, a landmark piece of legislation — Section 70106 of H.R. 1, known as the “Big Beautiful Bill” — was signed into law by President Trump. While the bill brought exciting...
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