Financial Advice - Lifevest Advisors

Annuities

7 Annuity Myths That Could Cost You Thousands in Retirement IncomeBusiness

annuity myths risking retirement

Annuity myths may cost you thousands in retirement income—discover the truth behind common misconceptions to protect your financial future.

Charles
July 17, 2025

delayed savings significantly reduce retirement

Retirement Planning

The Cost of Waiting: How Delaying Savings by Five Years Impacts Your Nest EggBusiness

Just delaying your savings by five years can drastically reduce your retirement funds,…

Charles
October 3, 2025

early withdrawal penalties and alternatives

Retirement Planning

Hidden Penalties When Tapping Retirement Accounts Early—and Smarter AlternativesBusiness

Getting early access to retirement funds can trigger costly hidden penalties; discover…

Charles
October 2, 2025

paycheck gap transition

Retirement Planning

The Psychology of the Paycheck Gap: Transitioning From Salary to Self‑Paidbusiness

I understand how the paycheck gap can trigger emotional struggles when transitioning to…

Charles
September 30, 2025