Does your financial plan hold up to scrutiny?
Read moreAs National Financial Planning Month, October serves as a good opportunity for an annual check-up on your financial health to ensure you’re on track to meet yo…
Planning a Generational Impact
Read moreEarlier this month, the United States celebrated Grandparent’s Day, which serves as a reminder to appreciate the hard work and dedication of generations before…
Take Charge of Your Future During Self-Improvement Month
Read moreAs both Self-Improvement Month and Self-Care Awareness Month, September serves as a strong reminder to take time out of our busy calendars and turn the spotlig…
Father’s Day and the Gift of Retirement Readiness
Read moreOur executive director, Jim Poolman, shares his thoughts on fatherhood and retirement to celebrate Father's Day. This weekend, millions of dads around the worl…
Two Tax Questions to Ask Yourself About Retirement Planning
Read moreTax Day is just around the corner, and now is a good time to review your financial habits and goals, particularly as they relate to retirement planning. This r…
Women’s History Month and the State of Retirement Preparedness for Women
Read moreWomen's History Month is a time to look back at the vital role women have played throughout history. In every industry, women are natural leaders and change ma…
Protect Your Financial Plan by Avoiding These Retirement Pitfalls
Read moreWith just a few months left in the year, National Financial Planning Month is a great time to take charge of your retirement saving strategy. Some of the most …
AT WHAT AGE SHOULD YOU PURCHASE AN INDEXED ANNUITY?
Read moreThe great thing about fixed indexed annuities is that they are a reliable retirement planning vehicle appropriate for people in a variety of life stages. Howev…
PART THREE – MYTH VS. FACT: The Path to Financial Diversity
Read moreIt’s hard to achieve financial diversity when you’re unsure of the tools available to you or confused by the variety of options – mutual funds, Certificate of …
Part Two – Myth vs. Fact: Lack of Portfolio Diversity Puts Retirement At Risk
Read moreWhile the stock market continues to perform well, everyone remembers the down turn in 2008. In order to protect yourself and your finances from these market sw…
New Data: Extreme Lack of Diversification Could Add to Retirement Crisis
Read moreThe retirement crisis has become a topic of conversation in the United States, and while its actualization is still widely debated, there is no doubt Americans…
Top 3 Things to Ask Your Financial Professional
Read moreKnowing how much and where to save your money is essential to leading a financially secure life. However, wrapping your head around the multitude of retirement…
The 5 W’s of a Successful Retirement
Read moreThere’s no better time than today to develop your retirement plan and consider options that may be suitable for your future. Fixed indexed annuities (FIAs) can…
3 Simple Ways to Save for Retirement
Read moreSummer is here, and the future is brighter than ever. If you are busy planning, saving and budgeting for a summer vacation, use these tips to make the most out…
Celebrating the 22nd Anniversary of Fixed Indexed Annuities
Read moreMove aside, Valentine’s Day… there’s another reason to celebrate! This week, we’re commemorating the 22nd anniversary of Fixed Indexed Annuities (FIAs).
Teacher’s Retirement Q&A w/ IALC Expert
Read moreWith the new school year in full swing, it’s a good time for teachers to revisit their own long-term plan and consider preparation for when they are no longer …
Everything You Need To Know About FIAs
Read moreIn 2015, Fixed Index Annuities (FIAs) saw record-breaking sales, an increase of 13% just since 2014, according to the LIMRA Secure Retirement Institute’s fourt…
Brexit and Your Financial Future: Top 5 Articles to Read
Read moreThe world continues to watch closely as the consequences of Brexit—Britain’s recent decision to separate from the European Union—unfolds. Financial markets in …