Eric Rogers Financial Planner and Wealth Management Advisor

While trends may seem worth chasing, the route to success is defined as time in the market, rather than timing the market. Let’s go over your retirement plan make sure your goals are future-proof.

Annuities aren’t just for people turning 65. No matter where you are in your retirement planning process, let’s talk about how a variable annuity can help you grow your assets.

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Market volatility can make us uncomfortable. Let’s make sure you have things in perspective with a well-diversified portfolio.

Annuities are commonly used for income, but they can do far more, especially if retirement isn’t an immediate goal. Let’s chat about how a variable annuity can help grow your assets.

You may get the urge to make a move when the market unexpectedly changes, but the best course may be to do nothing. Let’s talk through your plan and make sure it’s built to go the distance.

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Nearly half of all Americans feel they aren’t where they need to be when it comes to retirement planning. Let’s connect and build guaranteed lifetime income into your plan to help strengthen the road to your goals.

MassMutual Consumer Spending & Saving Index: In Pursuit of Happiness, Younger Generations Prioritize Money over Marriage - MassMutual Contradictorily, they feel behind in saving enough to retire at an ideal age (60-69) - MassMutual

What’s the financial and emotion burden of shouldering underestimated eldercare costs? Let’s talk about how we can create a guaranteed income stream to help ease the burden through an annuity.

Costs and Considerations for In-Home Elder Caregiving As the population ages, the question of how to provide care to older adults is increasingly on people's minds. Whether the best care is provided at home by loved ones or professional care providers is a question many struggle with. If the choice is made to care for loved ones at home, what is the fi...

Building a portfolio that produces enough passive income to cover expenses without cutting into savings? That’s a goal everyone should have. Let’s talk through various strategies, like annuities, that can help.

How to live off interest only in retirement | MassMutual If you wish to pay the bills with your earnings, without invading your principal, you’ll need sufficient savings — and a plan to offset inflation.

Annuities aren’t just for retirees. If it’s right for you, a variable annuity can be a great method to grow your nest egg if you act while you’re still building your assets. Let’s talk it through.

Regardless of when you plan to retire, we can start planning for your retirement goals today with the guaranteed lifetime income of an annuity. Let's connect.

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Many retired Americans are returning to the work force, fearing they will run out of money in retirement. Let’s talk through your situation and see if an annuity can help you secure guaranteed retirement income for life.

Regardless of how you’ve chosen to save through the years, you’ll need an income solution that you can’t outlive. Let’s talk about how an income annuity can help support your retirement needs.

Annuities: How to Turn Retirement Savings into Retirement Income An income annuity can convert your savings or a pension-plan lump sum into a lifetime stream of income. Here are the basics on how annuities work and some points to consider before buying.

Annuities are a great way to save for your retirement, but value can they offer for younger investors? Let’s go over your plan and see if an annuity makes sense for your goals.

Annuities and age: What's too young? | MassMutual When to purchase an annuity depends on your risk tolerance and long-term financial goals.

When it comes planning for retirement income, a managed withdrawal strategy may no longer be sustainable. Let’s talk about how an annuity can provide peace of mind by generating retirement income for life.

Annuities are powerful retirement tools, but it’s important to understand how they work. Let’s see if an annuity makes sense for you.

Why criticisms and complaints about annuities are often wrong | MassMutual Annuities are often disparaged by certain segments of the financial community. And in many cases, the criticism is undeserved.

If your lifestyle means putting a hold on taking retirement income, an option that rewards waiting could be in your favor. Let’s talk about annuity options that can support your decision to wait.

Are you looking to grow your assets and make sure you’ll have lifetime income in your retirement? We should talk about how an annuity can help you do both.

No matter where you plan to retire, make sure your long-term goals don’t slip out of reach due to gaps in your retirement plan. Let’s connect and see how an annuity can help cover rising costs.

Survey Says: 2024 Most Age-Friendly States Based on 75,000+ user-submitted star ratings, these are the top 20 states for age-friendly living. How does your state rank? See the full list and add your own star rating and comments on your community.

Regardless of how you’ve chosen to save for retirement, you’ll need a withdrawal strategy that you can’t outlive. Let’s talk about how a tax-deferred annuity can help prepare you for your retirement.

6 ways to turn your retirement savings into income | MassMutual Regardless of how well you've saved, you’ll need a withdrawal strategy during your retirement.

Did you know it’s possible to enhance your charitable legacy while creating a guaranteed retirement income stream? Let’s talk through it.

How Charitable Gift Annuities Help You Save on Taxes How to roll over a legacy IRA to a charitable gift annuity.

Check out this income gap calculator to see if you’re on track for a smooth retirement.

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You and your employer may have different ideas about when you should retire. Let’s connect about methods that can safeguard your retirement and build retirement income on YOUR terms.

Don’t run through your assets faster than you planned. Let’s discuss how an immediate annuity can help close the gap.

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Annuities allow you to diversify your portfolio without the threat of paying taxes on growth. Let’s talk about how annuities can help keep your gains healthy by avoiding putting all your eggs in one basket.

https://blog.massmutual.com/insurance/cash-off-table.

Annuities, like retirement plans, are not one size fits all. Let’s build one tailored for you.

Different types of annuities explained | MassMutual There are a variety of annuities that offer different payouts and benefits. This article helps you determine which type of annuity may be best suited for you.

It’s not what you earn, it’s what you keep. Let’s talk about your retirement plan and the power of tax-deferral to help you keep more.

https://fieldnet.massmutual.com/public/ann/pdfs/an8401.pdf.

81% of Americans facing retirement say they’d work part time if they could receive healthcare benefits. Let’s set up some time to talk about your retirement plan and keep you in control of your employment decisions in your retirement years.

https://www.agefriendly.com/articles/employers-serving-up-benefits-for-part-time-workers.

Planning to immediately pull money from your retirement accounts as soon as you exit the workforce? There may be a better way. Let’s talk through a qualified longevity annuity contract (QLAC) that can help delay withdrawals and associated tax payments.