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Without even realizing it, you could be missing out on your Social Security Benefits. Having a Financial Plan and understanding the specifics of Your Social Security Benefits will arm you with the necessary knowledge to make better decisions on when to take your benefits. How Work Affects Your...
In this episode on Annuities, we're taking a look at Fixed Indexed Annuities. Everything you need to know to start getting a basic understanding of how they work and the choices you have to make within the Annuity before getting one. 00:00 Introduction 00:45 Skepticism 03:49 ‘Consider the...
Multi-year guaranteed rate annuities are often compared to CDs, and when looking at them as an overall strategy for your retirement plan, it's worth understanding what they are and how they can be beneficial. Annuity Education: #Annuity #retirementplanning #TroySharpe Working with a CFP®...
A fixed indexed annuity can be used in your portfolio for future streams of income. Let's take a moment to understand how an income rider works and how it differs from a pension. To Check the latest MYGA Fixed Rate Annuities rates, please visit Please visit Oak Harvest Income Rider Calculator...
In this episode, Troy Sharpe, CFP® and Financial Advisor, continues his discussion on the Retirement Basics and The Oak Harvest Retirement process, touching upon some acronyms, S.M.A.R.T. and T.E.A.M. and what they mean to the Oak Harvest Financial Group and your retirement planning process. He...
