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Reasons for purchasing an annuity
Annuities can serve many useful purposes. If you are in a saving-money stage of life, a deferred annuity can... Help you meet your retirement income goals. Employer-sponsored plans such as a 401(k), 403(b) or Keogh are an important part of planning for retirement....
read moreAnnuities and Structured Settlements
You’re unlikely to reach retirement age without somebody asking you about annuities. They want to know whether you considered buying one, and if they work for an insurance agency, they’re likely to try to sell you on the benefits of a lifetime income that annuities...
read moreFixed Indexed Annuities 101
When you think about retirement, what are your goals? For most people, the answer is a nice balance between stability, favorite pastimes, and new adventures. Balance is also important in your financial life: between reward and risk, nest egg preservation, and growth....
read more3 Ways to Prepare Your Dad for Retirement after Father’s Day
Although most people know it’s never too early to start planning for retirement, many Americans aren’t truly prepared, and there are many supporting statistics from the Indexed Annuity Leadership Council’s (IALC) data: One in four baby boomers (think: your dad) have...
read moreHigher interest rates fuel retirement account annuities
When the yield on the 10-year U.S. Treasury note recently peaked a few basis points above 3% in May, for many market observers, a psychological barrier had been breached. That closely watched benchmark bond hadn’t exceeded 3% since July of 2011. “That’s a pretty...
read moreDear Baby Boomer: Retirement Is This Close, and You Need to Deal With a Few Issues
Here are four challenges to jump on right now to make sure your retirement is a happy one. I know you’re ready. You’re so close to retirement, you can taste the cool beverages on the beach and feel the sand between your toes. Unfortunately, at the rate you’re going,...
read moreThis Is What Life Without Retirement Savings Looks Like
Many seniors are stuck with lives of never-ending work—a fate that could befall millions in the coming decades. CORONA, Calif.—Roberta Gordon never thought she’d still be alive at age 76. She definitely didn’t think she’d still be working. But every Saturday, she goes...
read moreThree Common Mistakes to Avoid At Any Age When Saving For Retirement
This May we are celebrating Older Americans Month and the 2018 theme of Engage at Every Age teaches us that age is not a factor when it comes to taking part in activities to enrich one’s emotional, mental, and physical well-being. One activity that is key for...
read more6 Lessons From the First Year of Retirement
After one year of retirement, here's what you need to do. Once you get through the first year of retirement, you probably think you can coast for the next 30 years. That's not necessarily true. This is not the time to get comfortable. Things are never that simple in...
read moreContact Us
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