Tag Archives: financial planning

Helping You Keep Your Retirement Resolutions

When it comes to saving for retirement, many Americans are falling short. According to a recent study by the Financial Industry Regulatory Authority, more than 40 percent of Americans have no retirement savings. What better time to make a plan and start saving for your future than in the New Year? While many people vow to focus on their health during the New Year, it’s important to get your finances in shape, too.
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The Top Three FIA Articles from 2015

2015 was a big year for Fixed Indexed Annuities (FIAs). From FIAs having their highest sales to-date to millennials displaying an increasing interest in the product, consumers are seeing FIAs more and more as a product they can fit into a balanced retirement portfolio. Continue reading

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Giving the Gift of Security

As we spend more time with loved ones over the coming weeks, it’s worthwhile to take some time and consider whether the family members and friends who are beginning to prepare for retirement are adequately prepared to step away from their jobs but continue to have financial security.
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A Special Note to Women: Part 1

While we all face risk with our retirement income, overall, women are subject to more financial risks than men, especially in their later years. Women have several unique challenges, including an average longer lifespan than men. Continue reading

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7 Retirement Tips for National Save for Retirement Week

In honor of National Save for Retirement Week, check out these 7 tips to make planning for retirement easier. Continue reading

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4 Small Ways to Save Big

When it comes to saving for retirement, starting early is key. And while putting money away can seem like a huge and daunting task, it doesn’t always require major lifestyle changes. If you implement changes slowly and in small ways, you may not even realize how much you’re saving. Continue reading

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Teacher’s Retirement Q&A on Fixed Index Annuities

As educators across the country go back to school for another year, it’s a good time to give some thought to what life should be like for teachers once they’re outside of the classroom and on to retirement. That’s why we created a useful Q&A for teachers who are planning for retirement and how a Fixed Index Annuity (FIA) might be a good product to add to their portfolio. Continue reading

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Millennials say they want to save for retirement, but a third aren’t doing it

Nearly one in three millennials have no money saved for retirement, and a quarter of millennials – people between the ages of 18 and 34 – report owing more money than they have currently saved, according to a survey released by the Indexed Annuity Leadership Council (IALC).
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Increased Life Expectancy Leads to a Decrease in Payout Rates

With current rates being “low,” they may seem befuddled when asked to consider purchasing an annuity. I explain that today’s rates are not low. In fact, I believe these to be the “new” rates—and today’s rates may be the highest rates we could see for a very long time! Continue reading

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Time for Ferris Bueller to Consider an FIA

Though it may seem unbelievable, Ferris Bueller’s Day Off came out in theaters 30 years ago today (June 11), making Matthew Broderick’s character about 48 years old.
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