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5 Exceptions to the Year End 2025 RMD Deadline

  By Sarah Brenner, JD Director of Retirement Education The holidays are here and the countdown to year’s end has started. For many retirement account owners, this means that an important deadline is fast approaching. Most of those who are age 73 or older will...

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Medicare Supplement Plans (Medigap) for 2025–2026

Medicare Supplement Plans (Medigap) for 2025–2026

What to Know About Filling the Gaps in Original Medicare If you’re approaching Medicare or already enrolled, you’ve probably noticed something surprising:Original Medicare (Parts A & B) doesn’t cover everything. That’s where Medicare Supplement Insurance (also...

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Find a Her Annuity Location

The place to build your future is right down the road.

Jupiter, Florida

601 Heritage Dr, Suite 444
Jupiter, Fl 33458
 Office:  925-565-9956
 Cell: 561-329-2650
  DanaWallaceFinancial@gmail.com

Collegeville, Pennsylvania

409 2nd Ave, Suite 304
Collegeville, PA 19426
 Office:  925-565-9956
 Cell: 561-329-2650
  DanaWallaceFinancial@gmail.com

Warrington, Pennsylvania

1243 Easton Road
Warrington, PA 18976
 Office:  925-565-9956
 Cell: 561-329-2650
  DanaWallaceFinancial@gmail.com