Tag Archives: finances

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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Top 3 Things to Ask Your Financial Professional

Knowing how much and where to save your money is essential to leading a financially secure life. However, wrapping your head around the multitude of retirement options available can be stressful. Consider talking to a financial professional with the right … Continue reading

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The 5 W’s of a Successful Retirement

There’s no better time than today to develop your retirement plan and consider options that may be suitable for your future. Fixed indexed annuities (FIAs) can offer lifetime income and provide peace of mind when looking for ways to protect … Continue reading

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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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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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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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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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