Understanding Lump Sum Pension Buyouts
While it is possible to take a lump sum payment, invest it wisely, and benefit from the situation in various ways, it’s important to remember that you are fully responsible for making that lump sum last throughout your entire retirement.
Should You Have Debt In Retirement?
Most financial planners urge their clients to eliminate as much debt as possible before they retire. While this is indeed a sensible approach to avoid having bad debt upend your retirement plans, life often has other plans.
Annuities and Asset Protection
Explore the options available in your state of residence
Women Focused Financial Planning
In reality women live longer than men, planning for that should require extra thinking
Retirement Shortfalls Create Stress
Why aren’t we saving as much as we should?
It’s Time to Review Your Life Insurance
Are you underinsured, or not insured at all?
Making Retirement Savings Last
Different ways to respond to the challenge.
Running Out of Money Before You Run Out Of Life
Don’t let your money die before you do
Why Both Spouses Must Be Involved When It Comes To Retirement Planning
There are numerous reasons for making retirement and income planning a joint affair. No matter how challenging or tedious you find money matters, you must play a role in all significant financial life decisions if you are married.
5 Things Every Baby Boomer Needs To Know About Annuities
Baby Boomers can benefit from these myths and truths.
Is Financial Planning Different Than Retirement Planning
What is the difference? Make sure you know.
There Is A New Sheriff In Town
There is a new standard for portfolio management: Fixed Indexed Annuities
Protecting Your Family's Inheritance: Beneficiary-Controlled Trusts
Unfortunately, no one lives in a perfect world, but a beneficiary-controlled trust can help ensure that your children will have access to their inheritance in a way that is faster and is legally protected longer than some of the more traditional methods.
Your Guide to Hiring a Tax Planner
Do you have a professional tax advisor? It is an important decision.
Learn the secrets of investing in municipal bonds
Be cautious, sometimes bonds may not be what you think
Promises Made Promises Kept Cross Our Heart
Is this the perfect vehicle for retirement, many people say yes!
Money Management Mistakes To Avoid
Use caution when considering investment options
US Floating Notes
Ever consider the gorilla in the room?
When Considering a Variable Annuities Use Caution
Beware of the fees, expenses, and lack of guarantees when considering a variable annuity.
Annuities as an Investment Vehicle
Consider an annuity as part of your overall retirement planning
The Thrift Saving Plan (TSP)
Understanding Your Thrift Saving Plan gives you more options
The Golden Years Might Not Be So Golden
Planning is the difference when focusing on your Golden Years
The Great American Rip-Off
Don't listen to the sales hype, do your research and save on fees.
Social Security Retirement Benefits: Know Your Options
You need to understand your benefits and options.
The Stock Index and How History Can Make You A Smarter Investor
“The best way to measure your investing success is not by whether you’re beating the market but by whether you’ve put in place a financial plan and a behavioral discipline that are likely to get you where you want to go."- Benjamin Graham
Questions to ask yourself before choosing a Bank CD or annuity.
Investigating your safe money options can mean more yield!
Is Your Retirement Income A Guess Or A Guarantee
Is your retirement income based on guarantees or assumptions?
What Happens to your social security when you die?
Learn what happens to your Social Security when you die!
Does a deferred income annuity have a place in your retirement plan
If you're looking for payments that begin on a future date and continue for the rest of your life, your spouse's life, or for a specific period, you might consider a deferred income annuity (DIA).
Safety Does Not Take A Holiday
Make sure your Christmas is safe and secure
Download the 2021 Annuity and Investment Report Now and learn more about annuity options that can help you achieve your retirement goals.
Safe Money Guide
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Life Insurance Guide
Learn more about the various life insurance options available to you that can help you achieve your goals.
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