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 …
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 …
Q&A with Retirement Expert Tom Hegna
Read moreWe recently interviewed retirement expert, Tom Hegna, and asked him some of the most commonly posed retirement questions. Here’s what he had to say.
Watch Out For These Retirement Pitfalls
Read moreWhen it comes to retirement planning, one of the most important things you can do is to make sure you’re creating a portfolio that will provide you with lifeti…
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 …
Panic Grows About Living Too Long, Without Enough Money to Actually Live
Read moreImagine fearing life more than death. That’s a reality many Americans face as nearly 50 percent of Americans are afraid of outliving their income or their inab…
How to Weather the Storm in Volatile Markets: Takeaways from IALC’s Event
Read moreOn April 20th, the IALC hosted a panel event in DC, “Weathering the Storm: Navigating Volatile Markets,” aimed at facilitating discussion about savings and fin…
3 Simple Mistakes People Make When Saving for Retirement
Read moreWith the recent market volatility, those saving for retirement may be becoming more and more nervous about the stability and security of their retirement savin…
The Top Three FIA Articles from 2015
Read more2015 was a big year for Fixed Indexed Annuities (FIAs). From FIAs having their highest sales to-date to millennials displaying an increasing interest in the pr…
Giving the Gift of Security
Read moreAs we spend more time with loved ones over the coming weeks, it’s worthwhile to take some time and consider whether the family members and friends who are begi…
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.
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…
Beware of These Four Retirement Pitfalls
Read moreWith average life expectancies increasing, it is critical to have a thorough retirement plan that provides for adequate income to last a lifetime. To make sure…
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…
Time for Ferris Bueller to Consider an FIA
Read moreThough it may seem unbelievable, Ferris Bueller’s Day Off came out in theaters 30 years ago today (June 11), making Matthew Broderick’s character about 48 year…