What is your idea of an ideal date with your mate?
Read moreOn special days, whether it’s an anniversary, Valentine’s, a birthday or the big proposal, we all like to do things for our significant other to make them feel…
De-Stress for Less
Read moreBy Ellie Kay, Personal Finance ExpertAmerican families face stress on a regular basis with busy lifestyles and hectic schedules. A CNN poll reveals that the nu…
Is myRA a Solution to America’s Retirement Crisis?
Read moreThe program President Obama introduced is called myRA – a government guaranteed retirement savings program aimed at helping people save even if they have a lim…
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 …
What do your favorite celebrity finance experts think about indexed annuities?
Read moreIn a recent article in the New York Times, Jean Chatzky, the financial editor for NBC’s Today Show, offered some insight into how deferred annuity products lik…
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…
Recession Proof Retirement
Read moreMany consumers are concerned about how the uncertain economy can wreak havoc on their financial future—from having a steady income in retirement to the possibi…
Jaw Dropping Dow
Read moreUnless you’ve been living under a rock for the past few days, it would be hard to miss the volatility the market has been experiencing lately. In fact, with t…
New Study Shows Retirement Goals are Shifting
Read moreWhen it comes to retirement, what is most important to you? If you are like nearly nine in ten Americans, “saving enough to have financial peace of mind” trump…
Preparing for Escalating Healthcare Costs in Retirement
Read moreA recent Associated Press article reported that the average retired couple is facing $220,000 in medical bills during retirement. If that number astounds you, …
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…
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 …
The Best of Both Worlds
Read moreOne of the most common misconceptions about annuities is that to guarantee the monthly income payments you forego access to your principle in an emergency or t…
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, …
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…