News & Updates

Can a minor participate in a 401k?

Are you a small business owner? You may find this interesting. According to this week\’s article, \”the 401(k) has become the go-to retirement plan for many Americans.\” In fact, the article goes on to say

Read More »

Did you know?

Did you know that 40.2% of older Americans have Social Security as their only income?* We believe in supplementing your retirement with additional income you can’t outlive. Call us if you are interested in learning

Read More »

Tax Filing Deadline Extended

What Strategy is Right for You? This week’s article confirms an announcement recently made by the IRS. “You now have an extra month to lower your tax bill with contributions to your individual retirement account

Read More »

What is an Indexed Annuity?

This week’s article provides an easy answer to the question ‘What is an Indexed Annuity?\’ “An indexed annuity is a type of annuity contract that pays an interest rate based on the performance of a

Read More »

Retirement Accounts

Deadlines for filing tax returns are approaching. So, we’re reminding people about another deadline as well: retirement account deposits. Each year, you have a permitted annual deposit that can be made into your retirement account.

Read More »

Saving for Retirement

This week’s article tells us “experts want you to start saving as soon as possible, no matter what amount you can afford to put away.” The first goal is to simply get into the habit

Read More »

Retirement Planning Today

This week I thought to refer you to an article that begins with the simple but universal statement “Retirement planning is a multistep process that evolves over time.” The reason I like this statement is

Read More »

Women and Retirement

\”At a time when COVID-19 is generating massive financial uncertainty for individuals, companies, and societies, an important new report from Bank of America examines the unique saving and investing challenges facing women. It marks the

Read More »

FEDERAL QUESTION

If you are a Federal civil servant employee and contemplating putting in your retirement papers this year, you may want to verify what your lifetime benefits will be, and how they are calculated. It isn’t

Read More »

Financial Terms

Have you ever found yourself in the middle of a conversation with a financial professional and realized you have no understanding of the meaning of the words he is using? We try to keep things

Read More »

Calculators and Calculations!

This is the time year when clients begin to ask if they are on track for retirement. There are so many factors that go into answering that question, we thought to share with you several

Read More »

Plan Ahead

When we speak about retirement savings, we often talk about products that can provide an income stream you can’t outlive. But, what happens to your money after your lifetime? If you plan on leaving some

Read More »

Happy New Year!

Happy New Year to you! Next week were are hosting a free educational webinar for pre-retirees and retirees on January 5th. It’s called “7 Keys to Enhancing Social Security Benefits.” Register here. If you have

Read More »

Start the new year off right

“Figuring out how much money you need to retire is like one of those word problems from high school that still haunts you.” This week’s article tells us that “The retirement equation isn\’t unsolvable, but

Read More »

Holidays and Financial Stress

Did you know that according to one 2019 survey roughly 48 million Americans were still paying off 2018’s holiday debt by the 2019 holiday season? Therefore, it shouldn’t be surprising that a more recent survey

Read More »
Archives
Scroll to Top