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…
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.
New Data Shows Baby Boomers Have a Low Retirement IQ
Read moreWhile many Americans believe they’re retirement savvy, the average baby boomer has trouble answering even simple retirement questions. New survey data shows fo…
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…
4 Retirement Questions Job Seekers Should Ask
Read moreToo often when reviewing a job offer, we focus just on the salary or the number of vacation days. However, it’s important to evaluate the entire offer package …
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…
Helping You Keep Your Retirement Resolutions
Read moreWhen it comes to saving for retirement, many Americans are falling short. According to a recent study by the Financial Industry Regulatory Authority, more than…
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.
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…
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…