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Tying to Knot

According to the US Census Bureau, about 1 in 5 people over the age of 60 have married at least twice. However, all marriages are ...

September 7, 2024

Tip of the Month

IRS Encourages “End of Summer Tax Checkup”

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 ...

September 6, 2024

Back to Basics

An annuity is a financial product designed to provide a regular, guaranteed income stream (backed by the claims-paying ability of the carrier) over a specified ...

August 30, 2024

Limits on Deductibility

We’ve spoken in the past about annual contribution limits into qualified accounts, but have not focused on the nuances of the income limits for tax ...

August 24, 2024

Pay Attention!

We’re inundated with so many changes to rules related to retirement, that we oftentimes tell ourselves we can just ignore them and “focus on them ...

August 17, 2024

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Three Principles

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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