How Younger Americans Differ in their Approach to Retirement
Read moreIs there a silver-lining to all of the economic turmoil Americans have faced in the past few years? One could argue that it taught younger Americans an importa…
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'…
Jobs Today Affect Retirement Tomorrow
Read moreBehind this short term struggle for jobs lies an even more serious long term demon: the need to amass adequate retirement savings, especially in light of the f…
Don’t count on an inheritance to boost retirement savings fund, study finds
Read moreAs the United States faces increasingly uncertain economic times and employment outlook, working adults can no longer count on an inheritance to boost their re…
Indexed Annuities: The Basics
Read moreTo help people like you understand the different product features of indexed annuities we've created this helpful video that explains the ins and outs of the i…
The Future of Social Security
Read moreA new government report says Social Security reserves could be exhausted by 2033. You can read more about the report in a Wall Street Journal article from Mond…
Advanced Planning – In honor of tax day…
Read moreBy Wade MayoTax season is coming to a close, making now a great time to start thinking about how you can minimize your payments next year. Additionally, if you…
Are Small Business Owners Prepared for Retirement?
Read moreNew research from The American College, the nation's largest non-profit educational institution devoted to financial services, reveals that in addition to not …
New Tools to Help You Plan a Strong Future
Read moreAs you may have noticed we’ve changed things up a bit. To help guide you through planning for your financial future, we’ve added more resources and retirement …
How Health Reform Could Impact your Retirement Plans
Read moreRegardless of your views on the 2010 health reform law, there are some specific provisions that may impact how those approaching retirement plan for their heal…
The Benefits of Balancing Your Financial Plan
Read moreLearn more about David’s story and how indexed annuities have helped him meet his retirement goals.
Reaching Retirement Goals
Read moreIndexed annuities have helped Frank and his wife Mary Lou achieve their targets for retirement. They have always been diligent about saving money, and wanted t…
Avoiding Scams
Read moreUnfortunately, older Americans are often targets for financial scams. So what should you and other family members and friends do to avoid being deceived by fin…
Retire on Your Terms
Read moreRetirement planning is personal. Although there are many choices to be made and seemingly endless things to consider, sometimes talking with friends and family…
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…
Does your retirement plan account for escalating health care expenses?
Read moreAccording to a recent research study from the Insured Retirement Institute (IRI), rising medical expenses, projected to be in the hundreds of thousands of doll…
Helping Seniors Cope with Recession-Related Financial Loss
Read moreAlthough we are still in a down economy, older Americans do have options. Moving much of your retirement savings out of risky options like the stock market to …