Why Younger Professionals Are Investing in Fixed Indexed Annuities and Roth 401(k)s to Secure Their Retirement
Retirement planning used to be something people thought about in their 50s or 60s. But today, a growing number of younger professionals—those in their 30s and 40s—are taking a different [...]
Georgia Residents Gain Access to Expert Social Security Guidance Through RSSA® Network
PRESS RELEASE FOR IMMEDIATE RELEASE Georgia Residents Gain Access to Expert Social Security Guidance Through RSSA® Network Ford Stokes, RSSA®, MBA Among Just 24 Certified Analysts in Georgia ATLANTA, GA [...]
A Smart Example of Portfolio Diversification and Allocation with Active Wealth Management
At Active Wealth Management, we believe that smart retirement planning and portfolio construction must be rooted in diversification, growth potential, risk management, and guaranteed income strategies. Here’s an example of [...]
Jump Start Your Retirement Catch-Up Right After Labor Day
A Fresh Start for Your Financial Future Labor Day marks more than just the unofficial end of summer—it’s also the perfect time to hit reset and refocus on your financial [...]
Happy 90th Birthday, Social Security: Why Now is the Time for Strategic Retirement Planning
Happy 90th Birthday, Social Security: Why Now is the Time for Strategic Retirement Planning August 14, 2025 marked a historic milestone: Social Security turned 90 years old. Since President Franklin [...]
The Fully-Diversified Retirement Portfolio for Today: A Smarter 60/40 (60% Stocks/ETFs + 40% Fixed Indexed Annuities)
If you’re nearing retirement (or already there), you don’t just need growth—you need reliable income, lower volatility, and a plan that holds up when markets don’t. The classic “60/40” portfolio—60% [...]
How Wirehouse Stockbrokers Got It Wrong About Annuities: A Clearer Path to Retirement Security
In recent years, Wirehouse stockbrokers have consistently been critical of annuities, particularly fixed indexed annuities (FIAs). The narrative they present paints annuities as costly, inefficient, and unsuitable for modern investors. [...]
Discover the Palladium MYGA from American National Insurance: A Smarter Alternative to Bank CDs
Many Americans turn to bank CDs for stability and guaranteed returns. But there’s now a smarter, more efficient option: the Palladium MYGA (Multi-Year Guaranteed Annuity) from American National Insurance. This [...]
Who Manages Your 7702 Plan?
By Ford Stokes, RSSA, MBA When it comes to planning your retirement, you've likely heard of IRAs, Roth IRAs, 401(k)s, and annuities. But what about a Section 7702 Plan? If [...]
Why Retirees Must Be Cautious With Roth Ladder Conversions After the “Big Beautiful Bill
By Ford Stokes, RSSA®, MBA Published on ActiveWealth.com and RetirementResults.com On July 4, 2025, a landmark piece of legislation — Section 70106 of H.R. 1, known as the “Big Beautiful [...]