Everything You Need To Know About FIAs
Read moreIn 2015, Fixed Index Annuities (FIAs) saw record-breaking sales, an increase of 13% just since 2014, according to the LIMRA Secure Retirement Institute’s fourt…
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 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…
Employee Retirement Income Security Act Faces Scrutiny in a Changing Retirement Landscape
Read moreA recent Pensions and Liability article on ERISA explored the 40-year history of the law that was supposed to protect consumers, but is now motivating employer…
Study: Boomers Still Not Prepared for Retirement
Read moreFinancial forecasters and retirement experts have warned about the looming retirement crisis in America and one thing is abundantly clear: many Americans are n…
Recent Study Shows Americans are $6.8 Trillion Behind Necessary Retirement Savings
Read moreMany people across the country are experiencing lifestyle changes due to a lack of sufficient retirement savings. Many lost their jobs in the aftermath of the …
Red, White & Scammed: Q&A with Personal Finance Expert Ellie Kay
Read moreIn today's video blog, Ellie Kay answers your questions about whether some of the "opportunities" available to American consumers are in fact a good deal or ju…
Indexed Annuity Sales are Up, Complaints are Down
Read moreDespite the growth in indexed annuity sales, complaints against the product have significantly decreased since 2010, according to data recently released by the…
Why the 4% Rule Still Stands
Read moreIn light of stock market volatility, all time low interest rates, and retirees living longer, many financial experts are saying that you should reduce that 4% …
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…
Fixed Indexed Annuities: Getting Better With Age
Read moreAccording to a recent Reuters article “annuities are like flat-screen televisions. They keep getting better and cheaper. As baby boomers move into retirement, …
Annuities Can Help Offset Costs of Long-Term Care for Women
Read moreOne of the most important steps to preparing for a time in your life when you may no longer be able to care for yourself is to ensure that you have a source of…
CONGRESS OPENS DOOR FOR TAX-FREE RETIREMENT INCOME
Read moreIt is important to consult with a tax and/or investment advisors about whether a Roth conversion is right for you. If you are looking at a conversion to a Roth…
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…
How can I prepare for the “Fiscal Cliff?”
Read moreWith huge spending cuts hitting Americans at the same time as tax hikes, the economy could contract, resulting in a recession and subsequent market volatility.…
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…
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'…