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 …
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 …
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…
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…
The Changing Price Tag on Healthcare?
Read moreWith both health care costs and life expectancy continuing to rise, many Americans are forced to commit more of their financial resources to health care plans.…
Young Professionals: Save Early, Retire in Style
Read moreIt is never too early to start saving. As college graduates become young professionals and enter the workforce, developing savvy saving habits early on can set…
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…
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…
The New Age of Retirement and How to Prepare: Tips from Kiplinger
Read moreAn interview on the changing face of retirement with Susan Garland, editor of Kiplinger’s Retirement ReportThe Indexed Annuity Leadership Council recently sat …
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…
The biggest risk to your retirement? Unrealistic expectations.
Read moreWhile many people approaching retirement have actively adjusted their retirement plan to take into account recent economic uncertainty and market volatility, f…
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 …
Is divorce in your retirement plan?
Read moreThe retirement landscape that Boomers face is vastly different than that of their parents. Gone are the days of pensions, a career ending in one’s early sixtie…
Get a “Money Buddy”
Read moreBy Ellie Kay, Retirement ExpertMany people would rather babysit teething triplets than set up a spending plan for their monthly income. But paying attention to…
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…
Increasing the Debt Ceiling Impacts You Now … and Later
Read moreIn the aftermath of the first government shutdown in 17 years, economists are bandying about a number of staggering figures to show the obscene cost government…