Investment Management

If you’ve considered buying a home in the past year, you’ve undoubtedly discovered that the housing market is in a less-than-ideal state, to put it mildly. Prices are up, interest rates are high, and many families are being priced out of the market for homes they might have easily purchased just a few years ago….

“You don’t retire based on your assets. You retire based on your income.” If you recognize this phrase, you have likely had a conversation about purchasing an annuity. The logic is sound. You are retiring; therefore, you are losing your earned income. You are losing your earned income; therefore, you need to create your own…