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Blog

July 27, 2017

Lump Sum or Annuity: Which Pension Payout Is Right for You?

Are you one of the fortunate few who will retire with a defined benefit plan, more commonly known as a pension? They’ve been quickly disappearing from corporate benefit offerings over…

July 20, 2017

5 Retirement Catch-Up Strategies Besides Saving More Money

So retirement is approaching quickly, and you’re far behind on your savings goal. While you may be feeling some stress about your retirement outlook, you certainly aren’t alone. According to…

July 13, 2017

Manage 3 Threats to Your Financial Stability in Retirement

What comes to mind when you think about retirement? Is it travel, a favorite hobby or spending time with family? Retirement should be about the good things in life. After…

July 6, 2017

Don’t Count on Social Security as Your Primary Retirement Income

It’s no secret that Social Security is an important piece of the income puzzle for retirees. In fact, for many retirees, Social Security could be their only source of guaranteed…

June 26, 2017

Fixed Indexed Annuity FAQ: Answers to Your Questions

Is retirement quickly approaching? Are you currently exploring tools and products that can help you enjoy a financially stable and comfortable retirement? From IRAs to insurance to investment vehicles, you…

June 19, 2017

Is Your 401(k) Built to Last?

Does a significant portion of your retirement assets exist within your 401(k) plan? If so, you’re not alone. Many workers use their 401(k) as their primary retirement-saving vehicle for a…

June 12, 2017

The History of Annuities and Why They Aren’t a Fad

There always seems to be some new financial tool or fad that offers an easy way to solve your biggest financial challenges. If you’re approaching retirement or recently retired, you…

June 5, 2017

How Can You Generate Retirement Income Before Age 59½?

Do you hold a large portion of your retirement savings in qualified accounts such as 401(k) plans, IRAs or other tax-deferred vehicles? These accounts are useful for saving for retirement…

May 29, 2017

How Will Your Debt Impact Your Estate?

Do you want to leave a sizable legacy or inheritance for your children, grandchildren or other loved ones? Maybe you want to leave an inheritance to fund your grandchild’s education….

May 23, 2017

Don’t Let Disability Derail Your Retirement

Imagine the following scenario. You’re closing in on retirement. It’s less than 10 years away. As you get older, though, you start to experience more health issues. Maybe that nagging…