Annuities are often misunderstood, but Annetta Carter can help you to understand all of the ways they can help you and your retirement plan, as long as they are used correctly. She offers some scenarios where an annuity might make sense and some features of annuities that are not always considered. And with summer officially here, it's a great time to visit with Annetta to take a look at your entire retirement portfolio.

Ready to connect with Annetta and begin building your retirement plan? Visit Magnolia to get started today!

Follow us on social media: Facebook | LinkedIn 

Annuities are often misunderstood, but Annetta Carter can help you to understand all of the ways they can help you and your retirement plan, as long as they are used correctly. She offers some scenarios where an annuity might make sense and some features of annuities that are not always considered. And with summer officially here, it's a great time to visit with Annetta to take a look at your entire retirement portfolio.
Ready to connect with Annetta and begin building your retirement plan? Visit <a href="https://magnoliafinancialstrategies.com/contact-us/">Magnolia</a> to get started today!
Follow us on social media: <a href="https://www.facebook.com/MagnoliaFinancialStrategies">Facebook</a> | <a href="https://www.linkedin.com/company/magnolia-financial-strategies/">LinkedIn</a>&nbsp;

Annetta Carter of Magnolia Financial Strategies shares her unique insights on the topics, trends, questions, and concerns facing retirees. With decades of experience, Annetta has a passion for helping people get to and through retirement.

The Retirement Message

Annuities help with longevity risk

With over 8 million baby boomers turning 65 in the next two years, the real question is: are you truly ready for retirement? In this episode, Annetta Carter breaks down the checklist for  retirement—covering everything from maximizing catch-up contributions and HSAs to managing healthcare costs, taxes, and market volatility. Learn why a personalized plan, proactive tax strategies, and tools like MarketGuard can help you avoid costly surprises and take the emotion out of investing. Discover how to spot blind spots and build a retirement that fits your life, not just your numbers.

Ready to connect with Annetta and begin building your retirement plan? Visit Magnolia to get started today!

Follow us on social media: Facebook | LinkedIn 

With over 8 million baby boomers turning 65 in the next two years, the real question is: are you truly ready for retirement? In this episode, Annetta Carter breaks down the checklist for&nbsp; retirement&mdash;covering everything from maximizing catch-up contributions and HSAs to managing healthcare costs, taxes, and market volatility. Learn why a personalized plan, proactive tax strategies, and tools like MarketGuard can help you avoid costly surprises and take the emotion out of investing. Discover how to spot blind spots and build a retirement that fits your life, not just your numbers.
Ready to connect with Annetta and begin building your retirement plan? Visit <a href="https://magnoliafinancialstrategies.com/contact-us/">Magnolia</a> to get started today!
Follow us on social media: <a href="https://www.facebook.com/MagnoliaFinancialStrategies">Facebook</a> | <a href="https://www.linkedin.com/company/magnolia-financial-strategies/">LinkedIn</a>&nbsp;

The Real Retirement Checklist

A shark sighting at the beach sparks a deeper conversation about retirement readiness. In this episode, Annetta Carter explores what it means to “need a bigger boat” when it comes to your financial future. From debt and emergency funds to inflation, long-term care, and overreliance on Social Security, she outlines the warning signs that your plan may not be seaworthy. Plus, hear how real-life health events can sink even the best intentions—and what you can do now to stay afloat.

Ready to connect with Annetta and begin building your retirement plan? Visit Magnolia to get started today!

Follow us on social media: Facebook | LinkedIn 

A shark sighting at the beach sparks a deeper conversation about retirement readiness. In this episode, Annetta Carter explores what it means to &ldquo;need a bigger boat&rdquo; when it comes to your financial future. From debt and emergency funds to inflation, long-term care, and overreliance on Social Security, she outlines the warning signs that your plan may not be seaworthy. Plus, hear how real-life health events can sink even the best intentions&mdash;and what you can do now to stay afloat.
Ready to connect with Annetta and begin building your retirement plan? Visit <a href="https://magnoliafinancialstrategies.com/contact-us/">Magnolia</a> to get started today!
Follow us on social media: <a href="https://www.facebook.com/MagnoliaFinancialStrategies">Facebook</a> | <a href="https://www.linkedin.com/company/magnolia-financial-strategies/">LinkedIn</a>&nbsp;

Best Of: You Might Need a Bigger Boat: Is Your Retirement Plan Enough?

What if the biggest challenge in retirement isn’t saving, but knowing when—and how—to spend? Annetta Carter explores the emotional side of enjoying your nest egg, balancing “go-go years” with long-term security, and why regular check-ins and stress-testing your plan matter. Hear real stories about life’s curveballs, the power of life insurance, and how having permission to spend can transform your retirement. Discover strategies to protect your future and make the most of every day.

Ready to connect with Annetta and begin building your retirement plan? Visit Magnolia to get started today!

Follow us on social media: Facebook | LinkedIn 

What if the biggest challenge in retirement isn&rsquo;t saving, but knowing when&mdash;and how&mdash;to spend? Annetta Carter explores the emotional side of enjoying your nest egg, balancing &ldquo;go-go years&rdquo; with long-term security, and why regular check-ins and stress-testing your plan matter. Hear real stories about life&rsquo;s curveballs, the power of life insurance, and how having permission to spend can transform your retirement. Discover strategies to protect your future and make the most of every day.
Ready to connect with Annetta and begin building your retirement plan? Visit <a href="https://magnoliafinancialstrategies.com/contact-us/">Magnolia</a> to get started today!
Follow us on social media: <a href="https://www.facebook.com/MagnoliaFinancialStrategies">Facebook</a> | <a href="https://www.linkedin.com/company/magnolia-financial-strategies/">LinkedIn</a>&nbsp;

Annuities help with longevity risk

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