Mansfield Financial Strategies, LLC

06/09/2026

Annuities can be a fantastic way to secure a steady income for retirement, but rushing into a purchase without knowing the rules can lead to costly mistakes.

Before you make your next move, keep these essential Dos and Don'ts in mind:

✅ DO investigate the different types (fixed, indexed, variable) to see what fits your risk tolerance.
✅ DO read the fine print on fees, caps, and surrender periods.
❌ DON'T ignore the complex tax implications or early withdrawal penalties.
❌ DON'T treat an annuity as your only strategy—it’s meant to supplement Social Security and your other savings.

Want to make sure you're using annuities the right way within a diversified retirement portfolio? Head over to our website to check out our latest blog for the ultimate list of Annuity Dos and Don'ts!

06/03/2026

Think you know annuities? Think again! 🤔

It’s Annuity Awareness Month, and we’re breaking down how this financial tool can help protect your hard-earned savings from market volatility and longevity risk.

Annuities can provide a guaranteed income stream you quite literally cannot outlive. Plus, they offer unique benefits like:
✅ Tax-deferred growth
✅ Protection from market downturns
✅ Options for inflation protection and death benefits for heirs

But because they are long-term financial products, understanding the fees, types (like Fixed vs. Variable), and tax implications is crucial before making a move.

Don't leave your retirement income to chance. Get the clarity you need today! Head over to our website to read the full blog.

05/28/2026

Spousal Social Security benefits can make a big difference in your retirement income, learn the key details you need to know. Head over to our website to check out our latest blog!

05/19/2026

Start planning your retirement hobby list because retirement is the perfect time to pursue what you love! Check out our blog here:

The golden years of retirement offer an opportunity to resume leisure activities that may have been put on hold during one’s career. Hobbies offer an amazing avenue to replace work routines with enjoyable activities that can blossom into passionate pursuits. This transition is not only fulfilling ...

05/19/2026

Retirement is the perfect time to rediscover what you love, explore how hobbies can turn into fulfilling passions. Head over to our website to check out our latest blog!

05/14/2026

Navigating Medicare can feel overwhelming, here’s a simple breakdown of when to enroll and what coverage to expect. Head over to our website to check out our latest blog!

05/05/2026

Legacy planning goes beyond a will, learn how directives and beneficiary designations play a key role in protecting your wishes. Check out our newest blog!

04/30/2026

Teaching kids about money early sets them up for success—discover 10 simple ways to build financial literacy at any age. Check out our newest blog!

04/21/2026

Staying on track with financial resolutions isn’t easy—but with the right mindset and habits, you can make them stick all year long. Check out our newest blog!