Fixed Index Annuities: A fit for younger clients, too?

By Jay Moore | June 22, 2026

Annuities have traditionally been used as income-generating products targeted to clients who are nearing or in retirement. Fixed index annuities (FIAs) in particular enable retirees to build a “personal pension plan” via contractually guaranteed lifetime income, even if the annuity’s value falls to zero. However, younger clients may also be good candidates for annuities. According…

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The Retirement Hierarchy of Needs, Part 2

By Dustin Casebolt | October 1, 2019

This blog post is the second of a series on what we at Tarkenton Financial call the “Retirement Hierarchy of Needs.”  The Retirement Hierarchy of Needs is a philosophy of how to build a comprehensive financial plan for a client.  The idea is to make sure to cover all of the needs, wants, and risks…

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