Mutually Speaking

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Four Tax Tips for Military Members

March 12, 2026

Taxes are confusing, and when your career involves several relocations, income earned in multiple states (and countries), and a variety of benefits that come from different sources, they can become even more complex. The good news is that serving in the military comes with a number of tax advantages. Once you know about them, preparing…

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Annuities: The Unsung Heroes of Retirement Planning

June 18, 2025

There are many ways to grow your savings when it comes to retirement planning. A...

Why Adding an Annuity to Your Portfolio Is Beneficial

June 28, 2024

An annuity’s place within a retirement portfolio is often understated, but fortunately,...

Why You Should Consider an Immediate Annuity

June 10, 2024

An immediate annuity is a contract between an individual and an insurance company in...

Two Retirement Benefits of Fixed Annuities

June 13, 2023

Saving for retirement can be complicated, but it doesn’t have to be. An annuity can do...

What Is the Difference Between Life Insurance and an Annuity?

June 23, 2022

Both life insurance and annuity contracts are sold by life insurance companies, however,...

What to Expect When Purchasing Your First Annuity

June 14, 2022

An annuity is a contract between an individual and a life insurance company in which an...