Sort by:
Archives
Recent Posts Widget
Tags
401(K) 401(K) plans annuities annuity Baby Boomers economy Family family finances FAQ finances financial advisor financial independence Financial Literacy financial planning fixed index annuities fixed index annuity fixed indexed annuities fixed indexed annuity guaranteed income Indexed Annuities indexed annuity Industry Regulation Insurance In the News Jim Poolman Kim O'Brien long term care Myths about Indexed Annuities news pension Personal Finance retirement retirement accounts retirement goals retirement income Retirement Planning retirement savings risk Ron Grensteiner social security survey uncertainty in the market Wade H. Mayo Wendy Waugaman women
Tag Archives: economy
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.
Continue reading
Posted in Uncategorized
Comments Off on Helping You Keep Your Retirement Resolutions
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.
Continue reading
Posted in Uncategorized
Comments Off on Giving the Gift of Security
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
Posted in Personal Finance, Planning for Retirement
Comments Off on 7 Retirement Tips for National Save for Retirement Week
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
Posted in Personal Finance, Planning for Retirement
Comments Off on 4 Small Ways to Save Big
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
Posted in Personal Finance, Planning for Retirement
Comments Off on Teacher’s Retirement Q&A on Fixed Index Annuities
Beware of These Four Retirement Pitfalls
With average life expectancies increasing, it is critical to have a thorough retirement plan that provides for adequate income to last a lifetime. To make sure your income lasts as long as you need it to, here are a few retirement pitfalls to avoid:
Continue reading
Posted in Uncategorized
Comments Off on Beware of These Four Retirement Pitfalls
5 Things You Need to Know About FIAs
An easy guide to the 5 things you should know about Fixed Indexed Annuities (FIAs). Continue reading
Posted in Personal Finance, Planning for Retirement
Comments Off on 5 Things You Need to Know About FIAs
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).
Continue reading
Posted in Personal Finance, Planning for Retirement
Comments Off on Millennials say they want to save for retirement, but a third aren’t doing it
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
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.
Continue reading
Posted in Personal Finance
Comments Off on Time for Ferris Bueller to Consider an FIA

