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…
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…
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…
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…
Three Ways to Minimize the Tax Burden on Retirement Income
Read moreTax day is coming up in just a few weeks and while tax filing will never be fun, some planning now can make a big impact down the road when it comes to dealing…
The 20th Anniversary of Fixed Index Annuities
Read moreThis week Fixed Index Annuities (FIAs) reached a milestone – their 20th anniversary! On February 15th, 1995, Fixed Index Annuities were first introduced to con…
5 Best Reads on Retirement
Read more2014 was a big year in retirement news and research, from women’s retirement savings still lagging behind men’s to LGBT Baby Boomers and soon-to-be-retirees co…
Prepared for Retirement? Higher Education Professionals Are
Read moreAccording to a new Teachers Insurance & Annuity Association survey, higher education faculty is better prepared for retirement than the general population – se…
Trends for Fixed Annuities in 2015
Read moreOnce simply viewed as a safe way to guarantee a lifetime stream of income, fixed annuities have emerged as a balanced instrument that offers the potential for …
Preparing Your Finances for the New Year
Read moreWith 2015 right around the corner, many people find December to be the ideal time to review their finances and retirement planning and make adjustments for the…
Take Back Your Retirement: Begin Planning Now
Read moreThanks to advances in health care and general well-being, Americans are living longer than ever.
Securing Your Retirement Version of ‘Happily Ever After’
Read moreFinances can make or break a relationship. Whether it’s deciding who picks up the check on the first date to who will pay the bills, it’s important to have an …
Save now, See the World Later
Read moreRetirees often look forward to spending time with their families, enjoying leisure activities, and for a majority of Americans – travel.Though many Americans p…
Annuity Riders Protect Aging Seniors
Read moreThere is a misconception that when an annuity is purchased it is impossible to access your money until the annuity is fully matured, which may discourage consu…
4 Savvy Saver Tips
Read moreBy Ellie Kay, Personal Finance ExpertHow would you like to live debt free, take vacations and live in a comfortable home? My husband and I were able to dig out…
Be Physically and Fiscally Healthier in the New Year
Read moreWhen you follow certain habits, making wise health and wealth decisions will become automatic. Which habits can you to try and implement in your daily routine …
Note to the Sandwich Generation: Plan ahead to support family members
Read moreNew research from Merrill Lynch and research firm Age Wave finds that baby boomers are experiencing and fulfilling increasing demands on their time and finance…