Pete Blackwell, CFP®, AAMS® 


Annuities: Fixed or Variable, What's the Difference?

Annuity products have grown more sophisticated over the years to meet the demands of today's more sophisticated investors. Check out this blog to see if an Annuity may be right for you.
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Retirement in Motion

Click here to learn some timely tips and resources for preparing and living in retirement. Something here for all ages.
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Five Strategies for Tax-Efficient Investing

Savvy investors have long realized that what their investments earn after taxes is what really counts. Especially if you are a high-net-worth investor, reducing your tax liability may be key to building the value of your assets. Click here to learn more.
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Delaying Retirement May Provide a Financial Boost

Delaying Retirement May Provide the Financial Boost You Need! Americans are living longer, healthier lives, and this trend is affecting how they think about and plan for retirement. Here are some advantages to delaying retirement.
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According to the Centers for Medicare & Medicaid Services, at least 70% of people aged 65 or older will require some form of long-term care services and support during their lives. Here are some issues you may want to discuss with your financial advisor to evaluate your potential long-term care insurance needs.
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Working with a Financial Advisor

Click on this link to learn about working with a financial advisor.
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