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Could Annuities Be Better Than Bonds For Lifetime Income ?

Monday, June 15, 2020 | Leave a comment

If you asked a hundred financial advisors about what they use to construct retirement strategies, you would surely get as many opinions as there are flavors of ice cream. Many portfolio strategies today call for strategic mixes of equities and bonds. Lots of research is on the so-called 60/40 portfolio, made up of 60% equity assetsContinue Reading…

Estimated reading time: 18 minute(s)

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What are the Average Interest Rates on an Annuity ?

Thursday, May 21, 2020 | Leave a comment

Please contact our firm by phone or e-mail your mailing address and request a copy of our booklet : Don’t Leave Your Retirement Up to Chance The interest rates that an annuity earns largely hinge on two things: the type of annuity (/annuities/5-annuity-types) you have, and how the annuity is credited interest. Some annuities declareContinue Reading…

Estimated reading time: 16 minute(s)

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Your Worry Free Annuity Option

Friday, April 24, 2020 | Leave a comment

How Fixed Index Annuities Can Protect Your Money With markets in turmoil right now, many retirement savers and retirees are looking for ways to protect their money .  They want a comfortable retirement that they can enjoy on their own terms and where they stay retired. What can you do now to preserve the money you have accumulated and grown for so many years?Continue Reading…

Estimated reading time: 21 minute(s)

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Your Free Federal Benefits Analysis

Monday, April 20, 2020 | Leave a comment

 The Federal Benefits Information Center assists Federal Employees with a FREE benefits analysis. This 12 page report is available to all Federal Employees at any stage of their career. Below is a link to a video that outlines our process. Please review the 13 minute video and contact me by e-mailing John@casaSantafinancialservices.com or call 704-451-7020Continue Reading…

Estimated reading time: 3 minute(s)

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