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18 Mar '17

College Savings Plan 2016: What has Changed?

Written by Steve Garcia in Investments
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Parents looking to save for college have long turned to college savings plans as a tax-advantaged way to put away. One of the biggest and most helpful changes for this year is what can now be deducted as a college expense…

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21 Jan '17

Tax Deductions and Credits that are often missed

Written by Lina O'Nill in Financial Planning
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Tax filing season for calendar 2016 opened on January 20, 2017. Here is a list of tax deductions and credits that are often missed by taxpayers because they were not aware that the expenses qualified for a tax deduction or credit…

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10 Dec '16

Annuity Strategic Named to 2016 Financial Times 300 Top Registered Advisors

Written by Annuity Strategic in Company News

Annuity Strategic is pleased to announce it has been named to the Financial Times 300 Top Registered Investment Advisers as of December 8, 2016. The list recognizes top independent…

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22 Oct'16

College Savings: How a Little Planning can go a Long Way

Written by Steve Garcia in Financial Planning
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What types of options do I have when it comes to saving for my children's college education, which is best and why? While the cost of college continues to increase at a torrid pace…

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20 Jun '16

The Importance of a Family Meeting

Written by Julia Cummings in Insurance
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Families meet for many reasons. Birthdays. Holidays. Reunions. Special occasions or merely because they like being together. However, joining for an event specifically designated as a family meeting is less…

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29 May'16

We are hiring Investment Analyst

Written by Annuity Strategic in Company News
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We're looking for a talented, motivated and creative investment professional to join our established team.

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