Robert Cannon , MBA, AIFA

, Certified Financial Fiduciary

Experity Wealth

Articles

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 ...

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Dispelling Common Annuity Myths

December 5, 2024

Annuities are often misunderstood financial products. Many people shy away from them because of common misconceptions ...

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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. ...

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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 ...

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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 ...

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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 ...

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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 ...

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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 ...

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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 ...

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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 ...

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Crafting Your Retirement Budget

May 2, 2024

Retirement is a new chapter filled with possibilities – travel, pursuing hobbies, or simply savoring newfound ...

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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 ...

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The Annuity Advantage

February 9, 2024

When financial planning for retirement, the quest for stability and predictability often leads to a crossroads: ...

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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 ...

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 Choosing a Financial Advisor

April 25, 2023

The Importance of Finding Someone Experienced with Annuities An annuity is a contract between an individual ...

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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 ...

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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 ...

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2023 Retirement Account Contribution Limits

November 22, 2022

It's no secret that saving for retirement can be a challenge. Between the rising cost of ...

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3 Overlooked Tax Reductions That Will Shock You

April 3, 2021

Make sure you do not forget these tax deductions. There are the standard tax reductions every ...

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5 Mistakes Investors Make When They Fail to Keep Their Cognitive Biases in Check

August 4, 2022

A cognitive bias refers to how our experiences and preferences distort our judgments and decisions. For ...

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Robert Cannon , MBA, AIFA picture

Robert Cannon , MBA, AIFA

Experity Wealth

1037 East Putnam Avenue

2nd Floor

Riverside, Connecticut 06878

robert.cannon@retirevillage.com

(475) 897-5551

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