What City Fits Your Retirement Soul and Budget
Read moreCan’t decide where you should retire? Take our quiz and discover what city may just be the perfect fit based on your interests
Three Ways to Help Americans Save More for Retirement
Read moreOne in five Americans have absolutely nothing saved for retirement.That’s according to new data released in October by the Indexed Annuity Leadership Council (…
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…
4 Ways to Save For Retirement While Paying Off Student Loans
Read moreWhile it can be tempting to simply pay off your college debt and skip saving for a retirement several decades away, prioritizing paying off college loans can e…
A Special Note to Women: Part 2
Read moreIn my previous post, A Special Note to Women: Part 1, I highlighted Dr. David Babbel’s five significant hurdles that are facing American women and their retire…
7 Retirement Tips for National Save for Retirement Week
Read moreIn honor of National Save for Retirement Week, check out these 7 tips to make planning for retirement easier.
4 Small Ways to Save Big
Read moreWhen it comes to saving for retirement, starting early is key. And while putting money away can seem like a huge and daunting task, it doesn’t always require m…
Teacher’s Retirement Q&A on Fixed Index Annuities
Read moreAs educators across the country go back to school for another year, it’s a good time to give some thought to what life should be like for teachers once they’re…
5 Things You Need to Know About FIAs
Read moreAn easy guide to the 5 things you should know about Fixed Indexed Annuities (FIAs).
Millennials say they want to save for retirement, but a third aren’t doing it
Read moreNearly one in three millennials have no money saved for retirement, and a quarter of millennials – people between the ages of 18 and 34 – report owing more mon…
Increased Life Expectancy Leads to a Decrease in Payout Rates
Read moreWith current rates being “low,” they may seem befuddled when asked to consider purchasing an annuity. I explain that today’s rates are not low. In fact, I beli…
Planning for Retirement: Recent Graduates
Read moreAlthough graduating from college comes with an array of emotions and excitement, it’s important to take time to think about your career path and the ways you c…
IALC Glossary: Explaining Annuity Jargon
Read moreEvery industry has its own language, and it’s no different for retirement planning. Understanding this sometimes confusing language is crucial as you begin mak…