06/16/2026
Annuities are one of those topics that often come up with a lot of questions.
At a high level, they are designed to help create a stream of income in retirement. For many families I talk to, the appeal is predictability in a phase of life where paychecks look different.
What matters most is understanding how they fit into the bigger picture.
• What role do they play alongside other income sources
• How they align with your long-term goals
• What tradeoffs come with stability and guarantees
They are not a one size fits all solution, but they can be a useful piece of the plan when used in the right context.
A little education upfront can go a long way in making confident decisions later.
