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One Scenario, Two Annuities: How a 70‑Year‑Old’s $100,000 IRA Performs - RMDs & Account Balances
Compare results for a 70-Year Old with a $100,000 IRA. RMDs and account balances across two types of annuities.

Serious Money Ohio
Jul 302 min read


Annuity Decision Process: The Three Steps to Determine If an Annuity Is Right for You
Retirement planning often feels like navigating a maze with many unknowns. One of the most common questions is whether an annuity fits into your retirement plan. Annuities can offer steady income, but they are not the right choice for everyone. To help you decide, there is a clear, three-step process that answers the most important question: does an annuity belong in your retirement plan? This process helps you verify your need, justify an insured solution, and match the righ

Serious Money Ohio
Jul 143 min read


The Three Questions Smart Annuity Buyers Ask Before They Sign an Application
Purchase the Right Annuity for You - Not the One You Are Being Sold Take the time to review options from several annuity providers. It is your money, after all. Savvy buyers approach annuity decisions with confidence and precision. Annuities can offer tax deferred growth and a dependable income stream for retirement, yet their complexities demand a clear understanding. Here are three pivotal questions that discerning annuity buyers ask before committing. 1. What type of annu

Serious Money Ohio
Jun 42 min read


Don't use more money than you need to create the income you want.
Discover a conservative way to generate the retirement income you want - and free up dollars for additional liquidity.

Serious Money Ohio
Mar 302 min read


Understanding Fixed and Fixed Indexed Annuities for a Secure Retirement
A happy couple walk along the Maumee River.

Serious Money Ohio
Mar 244 min read
I didn't know I allocated my Fixed Index Annuity in the first place.
NOTE: This blog article is intended primarily for someone who already owns a Fixed Index Annuity. However, it will also be helpful for...

Serious Money Ohio
Sep 27, 20234 min read
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