Pennell Wealth Advisors

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Social Security May Offer a Lifetime of Protection

This article provides an overview of four times other than retirement when Social Security might affect you or your family.
Indexed Annuities: A Strategy to Turn Savings into Retirement Income

Explore the unique features and risks of indexed annuities and their potential role in investors’ retirement income strategies.
Why You Might Need Disability Income Insurance

This article explains how an individual disability income insurance policy can help provide income if a disability leaves you unable to work.
HOT TOPIC: The Bull Is Back... Will It Keep Charging?

The S&P 500 index recently saw the fastest recovery in its history following the COVID-19 bear market, but will the surge continue?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Savings Goals

How much do you need to save each year to meet your long-term financial goals?
Disability Income Insurance

How much Disability Income Insurance do you need?

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