Tag Archives: economy

AT WHAT AGE SHOULD YOU PURCHASE AN INDEXED ANNUITY?

The great thing about fixed indexed annuities is that they are a reliable retirement planning vehicle appropriate for people in a variety of life stages. However, there are a few rules of thumb to follow when thinking about purchasing a fixed indexed annuity. Continue reading

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PART THREE – MYTH VS. FACT: The Path to Financial Diversity

It’s hard to achieve financial diversity when you’re unsure of the tools available to you or confused by the variety of options – mutual funds, Certificate of Deposits (CDs), Fixed Indexed Annuities (FIAs), and more. With so much financial advice … Continue reading

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Part Two – Myth vs. Fact: Lack of Portfolio Diversity Puts Retirement At Risk

While the stock market continues to perform well, everyone remembers the down turn in 2008. In order to protect yourself and your finances from these market swings, it’s important to take steps towards balancing your portfolio. As a long-term saving … 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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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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Panic Grows About Living Too Long, Without Enough Money to Actually Live

Imagine fearing life more than death. That’s a reality many Americans face as nearly 50 percent of Americans are afraid of outliving their income or their inability to pay for basic necessitates like healthcare, according to a new survey released by the IALC.

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4 Retirement Questions Job Seekers Should Ask

Too often when reviewing a job offer, we focus just on the salary or the number of vacation days. However, it’s important to evaluate the entire offer package and consider what benefits a prospective employer is offering not just yearly but also over time.
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3 Simple Mistakes People Make When Saving for Retirement

With the recent market volatility, those saving for retirement may be becoming more and more nervous about the stability and security of their retirement savings. While Americans may not have direct control over the stock market, there are things they can control when it comes to saving for retirement, and simple mistakes they can and should avoid.
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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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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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