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…
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 …
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…
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…
A Special Note to Women: Part 1
Read moreWhile we all face risk with our retirement income, overall, women are subject to more financial risks than men, especially in their later years. Women have sev…
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…
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…
The Changing Face of Retirement
Read moreThe Indexed Annuity Leadership Council unveiled a new initiative that examines the widely varying retirement experience across America. The project, the Changi…