Charles J. Giardina, LUTCF®

Financial Services Executive


Articles

79% of Americans agree they would benefit from having basic financial education and information.

Source: The 2018 Consumer Financial Literacy Survey, The National Foundation for Credit Counseling

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

Estates & Trusts

  • Estate Planning

    Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.

Retirement

  • Retirement Plan Distributions

    When receiving money accumulated in your employer-sponsored retirement plan, you have two options: lump sum or annuity.

Tax Planning

Investing

  • Diversification

    An important element to successful investing is to manage investment risk while maintaining the potential for growth.

  • Annuities

    An annuity is a flexible financial vehicle that can help protect against the risk of living a long time because it provides an option for a lifetime income.

Risk Management

  • Insuring Your Future

    To help you choose insurance wisely, determine how much coverage and what kind of policy is best for your situation.

Contact Information:

5440 Mounes Street, Suite 112
New Orleans, LA 70123

Securities, financial planning, and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. 3838 N Causeway Blvd., Suite 3400, Metairie, LA, 70002. (504)613-2000.

CRN202011-238935

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