Call Us: (800) 553-3707
Schedule an Appointment

What is an Annuity?

Individuals hold about $2.5 trillion in annuity contracts; a tidy sum considering an estimated $12.2 trillion is held in all types of IRAs.1
Annuity contracts are purchased from an insurance company. In exchange, the insurance company makes regular payments to the buyer — either immediately or at some future date. These payments can be made monthly, quarterly, annually, or in a single lump sum. Annuity contract holders can opt to receive payments for the rest of their lives or a set number of years.
The money invested in an annuity grows tax-deferred. The amount contributed to the annuity will not be taxed when the money is withdrawn, but earnings will be taxed as regular income. There is no contribution limit for an annuity.

Read more

Celebrate Small Business Month

There are practical steps you can take to improve your company’s financial health.

Running a small business carries with it unique financial planning challenges, with money concerns an ongoing burden for those who work for themselves.

After all, unlike salaried jobs where income is predictable, small business owners are often the last to get paid and the only one paying the bills. While there’s no magic formula to right the ship when it comes to your company’s finances, there are some practical things you can do in the day-to-day management of operations that can improve your bottom- line. We offer a few of the more practical recommendations:

Read more

Working With a Financial Professional

Logix Financial Consultants are experienced financial professionals who will help you work toward your financial goals. Here’s how to optimize that critical relationship.

The financial world is a complex one to navigate. New investment products, global investing opportunities, employee-driven 401(k)s — these (and many more) collectively underscore the value of seeking professional financial advice.

As you transition from going-it-alone to working with a financial professional, there are a few key points to consider.

Read more
1 2 3 4 5