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Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>.
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Peace of Mind Gift Annuity
Many years ago, Abby Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>.
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Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later.
More on Deferred Gift Annuity >>.
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Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>.
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Barbara and Allen were talking about their three children. They are empty nesters and the three children are off making their way in the world. 