Lake Charles/Lafayette: (337) 534-4106
Alexandria: (318) 290-2024

Are you a Builder or a Protector?

We speak a lot about annuities and are often asked to describe the type of person who benefits from owning one. In responding, we often say they benefit both “the Builder” and “the Protector”. A Builder can be described as the person nearing retirement, concerned...

A Balancing Act

The approach to retirement is a balancing act between growing and protecting assets. In general, the closer we get to taking retirement income, the more the balance tends to shift toward protecting years of hard-earned dollars. That balance may be more relevant now...

The Flavor of Life

We’re being told the reopening process is being done with “tremendous gusto and vigor,” but have we forgotten how to join in and left our gusto by the wayside? The dictionary tells us that we can do many things with gusto, or hearty enthusiasm, whether it’s playing a...

Maneuver through

I, like most of you, become very discouraged when I look at the number of unemployed workers, especially because I know that the older we are, the less likely we will be rehired. As this week’s article reminds us, “if older workers cannot get rehired, they start to...

Perception May be Reality

This week’s article about retiring is written by a psychologist who has researched perception and applied that knowledge to financial situations. The author tells us “By the time most of us reach retirement age, we feel as if we don’t have enough money to live the...

It’s Time to Come up with a Plan

We can’t control the impact Covid-19 has had on our savings, so maybe it’s time to come up with a plan and move forward. Yahoo finance shows us that the stock market is down 20% to 30% from the beginning of the year. The bond market is flat or down and not offsetting...

We are here for you

We’ve always told you that we are here to help. That means in connection with choosing retirement savings options that make you feel good about your future. But that also means to provide assistance in any way we can while you are staying at home. Need help with...

You don’t have the Virus but your losses are still huge

You don’t have the Virus but your losses are still huge We are receiving calls from clients fearful that their market losses are going to require them to claim social security benefits years earlier than they had otherwise planned. This has an impact on their long...

How many more years do you need to live in order to wait it out?

With all that is going on in the market with the Coronavirus, we have received many requests to give our opinion on how long it will take for a retirement savings to get back to the level it was before the virus took its toll on the market. Understanding that no one...

FEATURED ARTICLES

one_small

One

Educate Yourself

Learn More
two_small

Two

Understand the Basics

Learn More
three_small

Three

Who's who in a Fixed Index Annuity

Learn More
four_small

Four

Understand the Benefits

Learn More
five_small

Five

Tax Deferral

Learn More
six_small

Six

Indexed Interest Potential

Learn More
seven_small

Seven

Protection Benefits

Learn More