The IRS is strongly encouraging taxpayers to perform an “end of summer tax checkup”. This can help you avoid receiving unanticipated tax bills in the coming year. The agency emphasized that, if taxpayers did not adjust their withholding or make estimated payments, a significant number of taxpayers could find themselves in a position where they […]
IRS Encourages “End of Summer Tax Checkup” Read More »
For many workers, retirement is the ultimate goal: the day you leave work, return home, and never look back. Retirement, however, is not always what is expected of it, and many people live to regret the decisions they made before leaving their jobs. As retirement approaches, several questions must be considered. To what extent have
7 Retirement Mistakes You’ll Regret Read More »
There are other options available that have the potential to yield more income than bonds or market investments right now.* Payouts from annuities are also more than they have been in a long time. More precisely, annuities don’t invest your money in the market; instead, they base their returns on market interest rates. In general,
How Higher Interest Rates Affect Annuities Read More »
You’ve left your 9-to-5 job and are ready to enjoy your retirement. However, your Social Security benefit might no longer be sufficient if you retired early. Maybe you have to provide for your adult children or grandchildren. Retirement can sometimes mean living a more expensive life than before. After all, when you retire, you keep
Generating Extra Income in Retirement Read More »
How will you pay for health insurance until you qualify for Medicare if you want to retire before age 65–or are compelled to do so due to medical issues, downsizing, or family circumstances? whether it’s due to necessity or want, a large number of Americans retire before turning 65. These early retirees typically pay more
If You Plan to Retire Before Age 65, You Should Know… Read More »
How much money will you need to get by in retirement? How much income do you need to withdraw each year? As you approach retirement, you want to evaluate your options when it comes to income sources. You will receive income from Social Security benefits, as well as possibly retirement account distributions or a pension.
The $1,000 Rule and the 4% Rule Read More »
Destin Commerce Center
34990 Emerald Coast Pkwy.
Suite 201-A
Destin, FL 32541
Beach Professional Center
415 Richard Jackson Blvd.
Ste. 406
Panama City Beach, FL 32407
182 North Palafox
Suite 112
Pensacola, FL 32502
307 South McKenzie St.
Suite 111
Foley, AL 36535
*Backed by the claims paying ability of the carrier. **Our products offer a reasonable rate of return, over time.
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By contacting Andrew Messina FL Ins Lic #E161660/AGM Secure Money LLC FL Ins Lic #L111930, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.
