The Upside of Tax Season
Read moreAnnuities, in particular, are attractive to many consumers from the standpoint of tax deferral because—unlike other tax-deferred accounts, such as 401(k)s and …
Despite Economic Recovery, Americans Still Anxious about Retirement
Read moreA recent poll by the National Institute on Retirement Security (NIRS) finds that despite the improvements to the economy, Americans are still feeling anxious a…
What’s the Key to Meeting New Year’s Financial Resolutions? Setting Attainable Goals
Read moreAccording to the 2013 Fidelity Resolutions Study, the number of people making financial resolutions is at an all-time high and almost half of the survey respon…
The Affordable Care Act and Your Investment Income
Read moreSo how might you avoid having taxable income from the above sources push you over the income threshold, subjecting you to the 3.8% surtax? One strategy being u…
It doesn’t have to be this way
Read moreOne of the ways that many investors have chosen to add some balance to their financial plans, particularly in risky markets, is to consider a fixed indexed ann…
How Younger Americans Differ in their Approach to Retirement
Read moreIs there a silver-lining to all of the economic turmoil Americans have faced in the past few years? One could argue that it taught younger Americans an importa…
The very low risk of insurance company bankruptcy
Read moreWhen purchasing a financial product, one of the most important aspects to consider is the financial strength of the company from which you purchase the product…
Index and Variable Annuities: Exploring the similarities and differences
Read moreOften times we speak of annuities as though they are all the same products, equally appropriate for all consumers. This is particularly true when discussing in…
Getting close to retirement, but unsure if you can afford it?
Read moreDid you know that it takes 75% to 85% of your pre-retirement income in order to maintain your current lifestyle in retirement? What’s more—even though you don'…
In Changing Retirement Landscape, Annuities Help Employers and their Employees Meet Financial Goals
Read moreEarlier this month, General Motors was at the center of some controversy when the automaker unveiled that it would be converting its pension payment plan for 1…
Jobs Today Affect Retirement Tomorrow
Read moreBehind this short term struggle for jobs lies an even more serious long term demon: the need to amass adequate retirement savings, especially in light of the f…
Indexed Annuities: The Basics
Read moreTo help people like you understand the different product features of indexed annuities we've created this helpful video that explains the ins and outs of the i…
The Future of Social Security
Read moreA new government report says Social Security reserves could be exhausted by 2033. You can read more about the report in a Wall Street Journal article from Mond…
Advanced Planning – In honor of tax day…
Read moreBy Wade MayoTax season is coming to a close, making now a great time to start thinking about how you can minimize your payments next year. Additionally, if you…
Are Small Business Owners Prepared for Retirement?
Read moreNew research from The American College, the nation's largest non-profit educational institution devoted to financial services, reveals that in addition to not …
New Tools to Help You Plan a Strong Future
Read moreAs you may have noticed we’ve changed things up a bit. To help guide you through planning for your financial future, we’ve added more resources and retirement …
Reaching Retirement Goals
Read moreIndexed annuities have helped Frank and his wife Mary Lou achieve their targets for retirement. They have always been diligent about saving money, and wanted t…
Avoiding Scams
Read moreUnfortunately, older Americans are often targets for financial scams. So what should you and other family members and friends do to avoid being deceived by fin…