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Investing Blog

By Michael Fogarty
Retirement Reality Check

In this recently published article, Mike Fogarty, Founder of the 50+ lifestage platform Brightly, interviews our Founder, Ramsey Smith, about the key first steps in the retirement conversation. How much money is enough? Have I done enough to prepare? To pay tuition, invest, retire, care for my mom? Head to Fiji? In midlife, we face […]

By Ramsey Smith
SPIA versus DIA: The Basics

Single Premium Immediate Annuities (SPIAs) are a great choice for financial planners or retirees who covet long term predictability and security throughout retirement. In exchange for a lump sum premium payment, a SPIA provides a fixed monthly payout for the lifetime of the annuitant. The payout amount is based on the current age and life […]