Robert Cannon , MBA, AIFA
, Certified Financial Fiduciary
Experity Wealth
Articles
Why Knowing Yourself Is the First Step in Personal Finance
April 23, 2025
When discussing personal finance, we often jump straight to numbers—budgets, retirement strategies, and debt payoff plans. ...
A Letter to the Younger Generation—What I Wish I Knew About Retirement Planning
March 17, 2025
Dear Young Professionals and Future Retirees, After years of guiding individuals through the retirement planning process ...
Retirement is Life on Your Terms
February 27, 2025
As we approach our sixth decade, the question arises: "When do I pull the trigger on ...
The Costs and Benefits of Long-Term Care Insurance
January 28, 2025
Planning for long-term care is an essential part of financial preparation for retirement. As life expectancy ...
Dispelling Common Annuity Myths
December 5, 2024
Annuities are often misunderstood financial products. Many people shy away from them because of common misconceptions ...
Dealing with Sequence-of-Returns Risk in Retirement
November 8, 2024
Due to various economic factors, planning for a comfortable and financially secure retirement may be challenging. ...
Lowering Longevity Risk Worries in Retirement
November 1, 2024
You always hope to enjoy a long and healthy retirement and might even want to leave ...
How To Choose Between an Annuity vs. 401(k)
October 25, 2024
Annuities and 401(k)s are both strategies for saving and accumulating retirement assets and maintaining financial security ...
Unleashing the Power of Annuities for Tax-Deferred Growth and Income Security
October 24, 2024
Annuities: A Tax-Deferred Tool for Retirement Planning Annuities play a crucial role in retirement planning by ...
Essential Tips for Retiring Comfortably in Another Country
September 19, 2024
Retiring abroad is an exciting prospect for many, offering the opportunity to immerse oneself in a ...
How to Handle Inflation in Retirement by Incorporating It into Your Plan
August 14, 2024
Inflation is a critical factor to consider in retirement planning, as it may erode the purchasing ...
The Argument for Long-Term Care Insurance
July 10, 2024
As we age, the chances of requiring help with everyday tasks rise considerably. This is where ...
Enhancing Retirement Income with Annuity Laddering
June 6, 2024
Retirement planning is a crucial aspect of financial management, especially when it comes to ensuring a ...
Crafting Your Retirement Budget
May 2, 2024
Retirement is a new chapter filled with possibilities – travel, pursuing hobbies, or simply savoring newfound ...
Love, Legacy, and The Importance of Estate Planning
April 9, 2024
Alright, let's have an honest chat about estate planning. I know it's not the most exciting ...
The Annuity Advantage
February 9, 2024
When financial planning for retirement, the quest for stability and predictability often leads to a crossroads: ...
Shaping Your Legacy in the Digital Age
January 19, 2024
In a world defined by pixels and bytes, safeguarding your legacy extends far beyond dusty wills ...
Choosing a Financial Advisor
April 25, 2023
The Importance of Finding Someone Experienced with Annuities An annuity is a contract between an individual ...
10 Reasons To Consider Annuities For Your Retirement Foundation
July 11, 2023
Need a reason to add an annuity to your retirement portfolio? Here are 10. Annuities aren’t ...
10,000 Baby Boomers Retire Each Day
January 30, 2021
10,000 new baby boomers retire each day. Think about it: Many people don’t get defined pension ...
Robert Cannon , MBA, AIFA
Experity Wealth
1037 East Putnam Avenue
2nd Floor
Riverside, Connecticut 06878
robert.cannon@retirevillage.com
(475) 897-5551
Sign up for our newsletter.
Safe Money insights and tips sent to your inbox twice a month.
Sign Up Now!