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…
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…
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…
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.
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).
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…