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Is a Fixed Indexed Annuity Right for Me?
Ensure you have the financial security to be in control of your retirement. Before determining if an FIA is right for your portfolio, make sure you understand the specific product features and if the benefits ladder into your goals. If you… have a retirement plan in...
A Retirement Expert Says Annuities Are Better Than Bonds for Guaranteed Income. Here’s His Argument
One of the biggest challenges in retirement is building a reliable stream of monthly income to support you for what could be a very long time. While retirees have long relied on bonds for this purpose, a retirement income expert recently told MONEY that there’s a...
U.S. News Unveils the 2020 Best Places to Retire
Washington, D.C. – U.S. News & World Report, the global authority in rankings and consumer advice, today unveiled the 2020 Best Places to Retire in the United States. The rankings offer a comprehensive evaluation of the country's 125 largest metropolitan areas –...
Does your financial plan hold up to scrutiny?
As National Financial Planning Month, October serves as a good opportunity for an annual check-up on your financial health to ensure you’re on track to meet your goals. Whether those goals are specific to retirement or not, regular checks can help prevent any...
8 smart steps for buying life insurance
How to find coverage that meets your needs and budget Life insurance can form a vital part of your family’s financial stability and well-being but, if you’re like most people, you may find the thought of shopping for the right type of coverage a little daunting....
Retirement Calculators
Are you on track for retirement? These customizable calculators will allow you to run different scenarios and discover how small adjustments could make a big difference for your retirement future. Am I saving enough to retire? Will your current savings strategy lead...
Only 9% of America is Prioritizing Financial Diversity
Its No Myth, Lack of Diversity Puts Retirement At Risk. What Other Myths Need To Be Busted? There is a retirement crisis in America. 1 in 4 baby boomers have less than $5,000 saved for retirement, a staggering amount since average healthcare costs alone will cost you...
Planning a Generational Impact
Earlier this month, the United States celebrated Grandparent’s Day, which serves as a reminder to appreciate the hard work and dedication of generations before us (regardless of our current age). However, as Intergenerational Month, September also marks a time to...
Take Charge of Your Future During Self-Improvement Month
As both Self-Improvement Month and Self-Care Awareness Month, September serves as a strong reminder to take time out of our busy calendars and turn the spotlight on ourselves. Representing two sides of the same coin, self-improvement asks the question “how can I push...
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