Recent Posts Widget
Tags401(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 savings social security survey uncertainty in the market Wade H. Mayo Wendy Waugaman
Tag Archives: Family
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
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.
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
In honor of National Save for Retirement Week, check out these 7 tips to make planning for retirement easier. Continue reading
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
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
An easy guide to the 5 things you should know about Fixed Indexed Annuities (FIAs). Continue reading
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).