Does a Bonus Annuity Make Sense?

The Catch Most people like free stuff.  I know I do!  Think of the late night television commercials where the charismatic pitch man says, “Call within the next ten minutes and receive not one, but two of [insert whatever useless item you don’t really need].”  Sound familiar?  Maybe you’ve even attended a “free dinner” only […]

What Are The Main Types Of Annuities?

When the market gets a little volatile, I notice an increase in the number of questions I receive on annuities.  Fear is often a motivator for people considering purchasing an annuity; however, I find a vast majority of investors have a limited understanding of the products they are being offered, or worse, investments they already […]

How Much am I Really Paying for My Variable Annuity?

At Capital Investment Advisors, we often meet with investors who previously purchased an annuity and want to know, “How much am I really paying for my variable annuity?” As fee-only investment advisors, we are constantly reminding our clients to be sensitive to investments with additional fees on investment performance.  And, quite frankly, it’s hard to […]

A Retiree’s Guide to Inflation

This guide breaks down where inflation shows up, how it compounds, and considerations to help protect your income.

retiree guide to inflation

101 Trips to Take in Retirement: A Guide to Exploring More, Your Way

Discover destinations worth every mile. You’ve earned the time. Now make the most of it.

From First Job to Retirement—Plan Smart

Your free decade-by-decade guide to building a confident, fulfilling retirement.

Your Retirement Guide

101 Tips for a Smooth Transition