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 …
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…
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…
Retirement Dreams Disappear With 401(k)s
Read more60 Minutes recently re-aired a story about 401(k)s and the fact that so many nearing retirement age are actually are putting off their retirement because their…
How Prepared are You for Retirement?
Read moreA recent report from the Insured Retirement Institute found that Boomers between the ages of 60-65 need advice about retirement income. Some of the statistics …
In the News: Wirehouses Warming to Indexed Annuities
Read moreIn a recent article by Investment News, it seems that wirehouses are embracing the once-criticized fixed indexed annuity market. In fact, sales of the product …