Author | Lightnews

Amerity Financial @amerityf.bsky.social · 22h

Fixed indexed annuities offer growth potential with protection — helping you balance opportunity and security for your retirement future.

#FixedIndexedAnnuity #RetirementPlanning #SafeGrowth #AmerityFinancial

Amerity Financial @amerityf.bsky.social · 1d

Considering an annuity inside your retirement plan?
Usually not a smart move — it’s like putting a tax shelter inside another tax shelter. But there are rare exceptions depending on age and risk tolerance.

#RetirementPlanning #Annuities #FinancialEducation #AmerityFinancial #WealthStrategy

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Amerity Financial @amerityf.bsky.social · 2d

Start 2025 strong by refreshing your budget, building your emergency fund, and checking in on your financial goals. Small moves now = big impact later.

#FinancialPlanning #2025Goals #BudgetSmart #EmergencyFund #MoneyTips

Amerity Financial @amerityf.bsky.social · 3d

Most people dream of enjoying life and staying healthy in retirement — but that only happens when you plan ahead financially.

Enjoyment starts with preparation.
#AmerityFinancial #RetirementPlanning #SecureYourFuture

Amerity Financial @amerityf.bsky.social · 4d

A 457(b) plan lets you grow your money tax-deferred — with no early withdrawal penalty. Government & nonprofit employees get 401(k)-style benefits with more flexibility and special catch-up options before retirement.

#RetirementPlanning #457Plan #AmerityFinancial

Amerity Financial @amerityf.bsky.social · 7d

Planning for college can feel overwhelming — especially when the price tag keeps rising. Start early, set goals, and explore every savings option to make higher education a reality, not a burden.

#collegeplanning #AmerityFinancial

Amerity Financial @amerityf.bsky.social · 8d

MYGAs vs Traditional Fixed Annuities — which fits you best?
Lock-in certainty vs rate flexibility — the winner depends on your goals.

(Source: annuity.org)

#Annuities #MYGA #FixedAnnuities #RetirementPlanning #AmerityFinancial

Amerity Financial @amerityf.bsky.social · 9d

There’s no limit to what you can achieve when you don’t need the credit. 💡 #Leadership #Motivation #amerityfinancial

Amerity Financial @amerityf.bsky.social · 10d

Each policy also includes liability, medical, and loss coverage—so review carefully before you buy!

#HomeInsurance #FinancialEducation #AmerityFinancial

Amerity Financial @amerityf.bsky.social · 11d

Financial procrastination could be costing you thousands, if not millions, of potential dollars — start planning today and let your money work for you. 💰✨

#FinancialFreedom #RetirementPlanning #WealthBuilding #AmerityFinancial

Amerity Financial @amerityf.bsky.social · 14d

Retirement doesn’t have to feel uncertain. With the right guidance, you can prepare with confidence. Amerity Financial is here to help.

#AmerityFinancial #RetirementPlanning #FinancialFreedom #WealthManagement

Amerity Financial @amerityf.bsky.social · 15d

Thinking about how to turn your retirement savings into a steady paycheck? 💵
That’s where annuitization comes in—converting your annuity into regular income for a set period or even for life.

#AmerityFinancial #RetirementPlanning #Annuities #FinancialTips #WealthManagement #RetirementIncome

Amerity Financial @amerityf.bsky.social · 16d

Save smart: Fixed or indexed annuities = growth + protection. 📈🛡 Learn more at annuity.org | #AmerityFinancial #SmartSaving

Amerity Financial @amerityf.bsky.social · 17d

Fixed Index Annuities calculate interest in 3 ways: annual point-to-point, monthly average, or monthly sum. Knowing your method = smarter retirement planning.

#Annuities #RetirementPlanning #FinancialTips #amerityfinancial

Amerity Financial @amerityf.bsky.social · 18d

any Americans are uninsured, and those with coverage are often in managed care plans that limit flexibility but control costs. Understanding your options is key to financial security. 💡 Source: Suze Orman, The Road to Wealth

#AmerityFinancial #FinancialWellness #RetirementPlanning #MoneyMatters

Amerity Financial @amerityf.bsky.social · 21d

The Rule of 72 is a simple way to estimate how long it takes for your money to double based on its rate of return. Start early, stay consistent, and let compounding work for you.

#RuleOf72 #FinancialTips #RetirementPlanning #WealthBuilding #AmerityFinancial

Amerity Financial @amerityf.bsky.social · 22d

October is Financial Planning Awareness Month! 📊 It’s the perfect time to set goals, review your plan, and make sure your future is secure. Financial planning builds confidence—not restriction.

#FinancialPlanning #RetirementPlanning #amerityfinancial #WealthManagement

Amerity Financial @amerityf.bsky.social · 23d

Retirement by the Numbers 📊
Plan today, worry less tomorrow. 🏡💰

#RetirementPlanning #AmerityFinancial

Amerity Financial @amerityf.bsky.social · 24d

Index annuities offer built-in safety features designed to protect your money. With guarantees like a minimum return after the surrender period, they provide both peace of mind and long-term security.

Source: The Road to Wealth by Suze Orman

#RetirementPlanning #AmerityFinancial

Amerity Financial @amerityf.bsky.social · 25d

Did you know annuities don’t lock away your money forever? With penalty-free withdrawals, surrender period options, and lifetime income choices, annuities offer flexibility and peace of mind.

🔎 Learn more at annuity.org

#RetirementPlanning #Annuities #FinancialFreedom #AmerityFinancial

Amerity Financial @amerityf.bsky.social · 28d

Want to know how long it takes for your money to double?

#RuleOf72 #FinancialEducation #WealthBuilding #InvestSmart #amerityfinancial

Amerity Financial @amerityf.bsky.social · 29d

Recent studies show that many Americans are entering retirement with far less saved than they expected — and a majority worry whether their money will last. (Source: Annuity.com)

For more info about annuity services, visit www.amerityfinancial.com

#RetirementPlanning #amerityfinancial

Amerity Financial @amerityf.bsky.social · Sep 24

Smart insurance decisions start with knowing what’s covered, what’s not, and reviewing your policies regularly as life changes. ✅

(Source: The Road to Wealth by Suze Orman)

#InsuranceTips #FinancialPlanning #MoneySmart #RetirementReady #FinancialWellness #amerityfinancial

Amerity Financial @amerityf.bsky.social · Sep 23

Planning for the future means planning beyond your own retirement. 🕰️ With today’s rules, IRA beneficiaries often must withdraw funds within 10 years — creating higher tax burdens. Careful planning can help protect your legacy. 💡

#RetirementPlanning #AmerityFinancial

Amerity Financial @amerityf.bsky.social · Sep 19

Stretching your IRA isn’t as simple as it used to be — but there are smart ways to reduce the tax burden for future generations. From reviewing beneficiaries, to Roth conversions, to using RMDs strategically, planning today can make a big difference tomorrow.

#RetirementPlanning #AmerityFinancial