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Annuity


When’s The Suitable Age to Purchase an Annuity?
Determining when to purchase an annuity can play a critical role in some retirement income strategies. Annuities are long-term insurance...
Cayla Dee Porter
Sep 223 min read


Annuity Riders: Which One's Are Suitable for You?
Annuities are a contract with an insurance company that provides a steady stream of income, potentially for life, to the insured. They...
Cayla Dee Porter
Aug 52 min read


The Retirement Wave and FIAs
The Retirement Wave and Fixed-Indexed Annuities As we move into the 21st century, we observe the rise of the "Retirement Wave." According...
Cayla Dee Porter
Jul 212 min read


Diversifying Beyond the Market: Why More Investors Are Turning to Annuities in 2025
Annuities have emerged as a suitable insurance product for many in recent years. 2025 has been particularly pivotal, with a significant...
Cayla Dee Porter
Jul 162 min read


The 5 Pillars of Financial Literacy
Financial literacy is understanding and effectively using various financial skills, including personal money management, budgeting, and investing. It is vital because it equips us to make informed financial decisions, helping us work toward long-term confidence. Here, we delve into the Five Pillars of Financial Literacy: Earning, Saving, Investing, Spending, and Borrowing.
Cayla Dee Porter
Apr 292 min read


Smart Money Habits for Global Money Week: Financial Literacy at Every Age
Financial literacy, the ability to comprehend financial concepts, manage one's finances, budget, and invest, is crucial for lifelong financial health. The significance of financial literacy transcends age brackets—it is a lifelong pursuit that begins in one's 20s and continues well into one's 70s and beyond.
You can work toward an independent financial future by developing and adapting financial strategies and skills in every decade of life.
Cayla Dee Porter
Apr 252 min read


Financial Literacy Month: Tax Strategies to Maximize Your Savings
Tax planning and saving are integral to any comprehensive financial strategy. It is paramount to manage tax efficiency without jeopardizing one's financial goals. Numerous financial literacy techniques can be leveraged to help manage taxes, align with objectives, and maximize savings. Here are five strategies to help you get started saving
Cayla Dee Porter
Apr 232 min read


Beyond Tax Season: How to Keep Your Finances in Check Year-Round
Keeping finances in check is critical for your overall confidence. In today's uncertain times, managing finances can make the difference between comfortably surviving a crisis and struggling to make ends meet. Therefore, it's crucial to have a plan to manage finances throughout the year. Here are some tips to help you through the process year-round
Cayla Dee Porter
Apr 182 min read


The Importance of a Diversified Portfolio During a Bear Market
“Don’t put all your eggs in one basket,”
Cayla Dee Porter
Apr 83 min read


Financial Future Together: 7 Tips for Couples
Here are some essential tips to help couples as they work toward their future goals together.
Cayla Dee Porter
Apr 23 min read


Empower Your Finances: Strategies for Women to Bridge the Wealth Gap
Implementing several strategies can help women work toward financial independence and wealth creation, bridging the wealth gap
Cayla Dee Porter
Mar 313 min read


March Money Madness: 7 Tips for Making Smarter Financial Picks
While this time is usually associated with college basketball, it's also a great time to examine one's financial situation.
Cayla Dee Porter
Mar 252 min read


Debunking the Myth: The Truth About Wealth Accumulation and Luck
There is often debate on the role that luck plays in accumulating wealth. Some argue that wealth accumulation is a matter of hard work,...
Cayla Dee Porter
Mar 172 min read


5 Things to Know About Annuities
Annuities, which can be purchased from an insurance company, maybe a suitable strategy for investors who want to secure a steady income...
Cayla Dee Porter
Feb 283 min read
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