Basta Executive Services, LLC

15/03/2026

📅Will technology affect your retirement planning?📅
From helping around the house to staying connected and about everything in between, technology is embedded in life like never before. As it continues to evolve, how can it help you plan for retirement? Discovering how other people are using technology could give you ideas for how to do the same.
Continue Reading: https://bastacompany.us/will-technology-affect-your-retirement-planning

10/03/2026

💡Annuities and the modern retirement💡
In today’s economic climate, many Americans are rethinking how they prepare for the future. Amid market volatility, rising living costs, and fears of outliving retirement savings, it’s increasingly important to reassess savings strategies and enhance overall retirement preparedness. In fact, 65% of individuals say the current economy has caused them to reconsider their retirement savings, according to a survey conducted by Harris Poll on behalf of Athene.
Continue Rading: https://bastacompany.us/annuities-and-the-modern-retirement/

01/03/2026

📚 Should I consider an annuity in my 40s and 50s?📚
Building financial security doesn’t have to wait until you’re ready to retire. If you’re in your 40s or 50s, you’re likely experiencing life events that require careful planning, whether it’s shifting careers, supporting aging parents or rethinking priorities. This stage of life can be an ideal time to create a flexible financial plan that can adapt to the unexpected while helping position you for a more secure future. Continue Reading: https://bastacompany.us/should-i-consider-an-annuity-in-my-40s-and-50s/

26/02/2026

💬 Retirement income strategies for the Sandwich Generation 💬
For those in the Sandwich Generation, balancing the financial needs of adult children and aging parents can be overwhelming and push your own financial health and retirement plans to the back burner. That’s why having a clear strategy is essential. Working with a financial professional and incorporating tools like annuities into a retirement plan can help you manage today’s financial pressures while improving confidence for the future. Continue Reading: https://bastacompany.us/retirement-income-strategies-for-the-sandwich-generation/

15/02/2026

📢 Using an annuity to help pay for college
Saving and paying for college can be a challenging goal and you may be among the many people who worry about the financial pressure that funding higher education can bring. Especially as the cost of college continues to rise. The average tuition and fees per academic year are $38,421 at a private school, $9,750 for state residents at public colleges and $28,386 for out-of-state students at state schools.
Continue Reading: https://bastacompany.us/using-an-annuity-to-help-pay-for-college/

08/02/2026

How much cash is too much?
Recently, savers have had the opportunity to take advantage of some of the highest interest rates in decades. Those high rates, coupled with lingering economic uncertainty, have led some savers to increase their cash on hand.

But how much cash is too much?
Continue Reading: https://bastacompany.us/how-much-cash-is-too-much/

02/02/2026

Creating an income plan for retirement
As an entrepreneur, Cathy Lee has plenty of experience solving problems and making decisions about what to do with money. When it came to retirement planning, however, that felt like a different challenge.

“I literally just had money sitting in a checking account, trying to figure out what to do because you have all these options,” she says. “I just wasn’t sure where to put it. It was just decision fatigue and not wanting to make the wrong decision.”
Continue Reading: https://bastacompany.us/creating-an-income-plan-for-retirement/

31/12/2025