The Financial Guys

Mother's hand holding a piggy bank Concept of saving money or financial investment

How to Buy an Annuity

Financial advisor, Russ Gaiser was featured in to discuss how to buy an annuity and what details you need to know as a first-time annuity buyer. He explains some of the complexities of getting an annuity and how it needs to fit into the overall financial plan.

Deciding If an Annuity Is Right for You

“You need to understand what your goals and objectives are,” Russ Gaiser III, MBA, a Certified Social Security Claiming Strategist and Certified Plan Fiduciary Advisor, told “If you’re thinking about an annuity, what is the purpose of the annuity in the [financial] plan?”

Most people purchase annuities for income in retirement. Assessing your current financial situation, how close you are to retirement and what your retirement income goals look like are important factors in determining whether an annuity will be beneficial to you.

You can read the full article referenced, First-Time Annuity Buyers for the complete details.

“Securities offered through Peak Brokerage Services, LLC. Member FINRA /SIPC , Advisory services offered through Independent Solutions Wealth Management LLC., an SEC Registered Investment Adviser.

The Financial Guys and Independent Solutions Wealth Management LLC. are not affiliates of Peak Brokerage Services, LLC.”

The US Capitol building with a waving American flag superimposed on the sky Capitol Hill in

Mike Lomas On Government Spending

Michael Lomas, CEO and Co-Founder of The Financial Guys, recently penned this guest editorial detailing the repercussions of the United States financial support of Ukraine. After Congress approved a $61 billion foreign aid package to help beat back Russian aggression, Lomas explains how this is a slap in the face to every hard working American.

Read More »
Article in newspaper

Ron Reinstein’s Insights On Student Protestors

In a recent guest editorial, Senior VP of Wealth Management, Ron Reinstein emphasized the urgent need to confront pro-Hamas radicalism. The article underscores the destructive impact of extremist ideologies on today’s college campuses and the uptick in antisemitic behaviors by radical Americans.

Read More »

Sign Up For Our Newsletter!

Get an email every time we're In The News