Financial Help Centers

Learn tips and sound advice from FINRA arbitrator and consumer advocate Bruce Sankin. This updated edition of his book includes chapters on Social Security, Medicare, Life Insurance, Long Term Care, Identity Theft, Tips for Seniors, plus tips on choosing the right annuity for your retirement.

Did you know you already own a lifetime annuity? Understanding your Social Security benefit options prior to applying for them is critical to avoid making decisions that could cost you thousands of dollars in what you receive. Planning and understanding your Social Security income benefits, in conjunction with your other retirement savings, can result in substantially increasing your retirement income and protecting your spouse’s long-term financial security.

If retirement is just around the corner, or you have just began this phase of the rest of your life, learn about your options to create guaranteed lifetime income that will help you meet your financial goals. Your strategy needs to consider your lifestyle goals, longevity risk, health issues that may arise later in life, and long-term income planning for you and your spouse.