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Stacy's News: School's Out for the Summer

Stacy's News: School's Out for the Summer

June 20, 2022

While school may be out for the Summer, some of us are at the pre-retirement point in our careers and are ready to begin to shift the focus from investments, to receiving an income stream during retirement.

Many of our clients value predictability, and income annuities are designed to help ensure that a scheduled payment is made for the rest of their lives in order to help them enjoy a comfortable lifestyle during their retirement.

As we celebrate Annuity Awareness Month, let's schedule a call to review options that will help prepare you for a retirement that fits your lifestyle. You can reach us at 215-579-5601 and we also want to remind you that we have a financial literacy section accessible through the top navigation bar on our website.

As always, if you have any life changes or updates that you need us to attend to (i.e., new job, promotion, marriage, new baby or grandchild, etc.), please do not hesitate to contact us.

Stacy Brilliant, Chief Operating Officer