Tag Archives: Baby Boomers

3 Simple Ways to Save for Retirement

Summer is here, and the future is brighter than ever. If you are busy planning, saving and budgeting for a summer vacation, use these tips to make the most out of your summer and get your retirement savings on track. Continue reading

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Retirement Savings Resolutions for the New Year

While getting your health into shape tops many Americans’ New Year’s resolution list, getting your finances in shape should be another goal you make in the New Year. Why is this so important? A recent study showed that nearly 40 percent of Americans don’t have any retirement savings. That’s a big deal. This year, consider making a Retirement Resolution.

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The Top 5 FIA Articles from 2016

2016 was another great year for Fixed Indexed Annuities (FIAs). In fact, several quarters saw record-breaking sales as consumers recognize the benefits and balance FIAs can provide to a retirement portfolio. During 2016, LifeHealthPro, MarketWatch and Huffington Post all identified how FIAs are attractive retirement products for retirees.

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Teacher’s Retirement Q&A w/ IALC Expert

With the new school year in full swing, it’s a good time for teachers to revisit their own long-term plan and consider preparation for when they are no longer lesson planning. Checking up on your long-term financial planning should include reviewing your current expenses, evaluating any debt balance, analyzing your savings accounts and ensuring you understand how the products in your retirement portfolio will help you achieve your goals. Continue reading

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Q&A with Retirement Expert Tom Hegna

We recently interviewed retirement expert, Tom Hegna, and asked him some of the most commonly posed retirement questions. Here’s what he had to say.

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Up Your Retirement IQ with These 3 Tips

In order to guarantee a secure and relaxing retirement, staying informed and educated is crucial—and it is not as intimidating as people think. Here are 3 (simple) ways to start saving for retirement:

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New Data Shows Baby Boomers Have a Low Retirement IQ

While many Americans believe they’re retirement savvy, the average baby boomer has trouble answering even simple retirement questions. New survey data shows folks between 52 and 70 years of age have a significant gap in retirement knowledge, resulting in little action toward securing their golden years.

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Watch Out For These Retirement Pitfalls

When it comes to retirement planning, one of the most important things you can do is to make sure you’re creating a portfolio that will provide you with lifetime income. To do this, here are a few retirement pitfalls to avoid.

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Everything You Need To Know About FIAs

In 2015, Fixed Index Annuities (FIAs) saw record-breaking sales, an increase of 13% just since 2014, according to the LIMRA Secure Retirement Institute’s fourth-quarter U.S. Individual Annuities Sales survey. But why are FIAs gaining so much popularity? Below, we’ve outlined nearly everything you need to know about FIAs and why so many Americans are taking notice: Continue reading

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Brexit and Your Financial Future: Top 5 Articles to Read

The world continues to watch closely as the consequences of Brexit—Britain’s recent decision to separate from the European Union—unfolds. Financial markets in the United Kingdom (U.K.) are beginning to feel the impact of the decision, and many experts believe the country’s economy will likely experience a recession.

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