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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…

May 17, 2017

Do You Have a Retirement Spending Plan?

Worried that your savings won’t last throughout retirement? You’re not alone. According to Gallup’s most recent annual survey about Americans’ biggest financial worries, retirement topped the list for the 16th…

May 12, 2017

Disability Insurance: Answers to Your Questions

Risk protection is at the foundation of any sound financial plan. You can’t start the journey to achieving your financial goals if you’re vulnerable to catastrophic risk. After all, it…

April 27, 2017

Are Rising Interest Rates a Good Thing?

The Federal Reserve raised interest rates in March for the second time in four months. The first increase came at the board’s December meeting. While individual rate hikes often don’t…

April 20, 2017

Don’t Make This Mistake in Your Retirement Planning

A documented, detailed retirement plan can be a valuable tool in helping you live the life you’ve imagined for yourself after you stop working. However, a retirement plan is only…

April 13, 2017

Are You Prepared for Your Spouse’s Death?

Financial planning is often used to develop a strategy to achieve one’s biggest financial goals and dreams. Unfortunately, financial planning often also involves needs and objectives that may not be…

April 6, 2017

Are You a Comprehensive Planner?

The study found that only 19 percent of Americans fall into the category of comprehensive planners. The remaining 81 percent either only plan for specific, limited financial goals or do…