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15961 McGregor Boulevard, Suite 2, Ft Myers, FL 33908

239-333-2526
emassie@pbsrep.com

Annuities

Is an annuity right for you?

With more than 20 years of experience in the financial industry, Massie & Associates is a leading financial advisor. We specialize in retirement planning and annuities, and we offer comprehensive financial planning and management services. We can help you determine what strategies work best for your personal situation and goals.

We are a team of dedicated experts that offer a transparent approach to planning and handling your retirement planning, annuities, and more. Call us today at (239) 333-2526 to set up your free 30-minute consultation.

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.
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Choose The Best Annuity Management Firm

Choose The Best Annuity Management Firm

An annuity can be explained as a type of contract between you and an insurance company, to help you provide for additional income during your retirement. Depending on the type of annuity you choose, you may be able to combine it with other retirement plans to ensure your financial future and guarantee a lifetime income in your senior years.

Work with a leading annuity management company that can help you choose the right annuities and help you plan for a comfortable financial future.

Need an Annuity Advisor? Call Us!

Secure a steady stream of income for your future by calling your trusted annuity advisor at Massie & Associates. We will guide you through the steps of optimizing your annuity for your potential financial needs.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Rightsizing for Retirement

What does your home really cost?

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

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