Tag Archives: financial advisor

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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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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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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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

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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

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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

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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.
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Answering Retirement’s Most FAQs

The Indexed Annuity Leadership Council (IALC) compiled and answered some of the most frequently asked questions when it comes to planning for retirement. Continue reading

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Top 3 Common Retirement Mistakes

On the surface, transitioning to retirement means spending your days on the golf course or on the beach instead of in the office. But failing to prepare for retirement means more complications than leisure. Continue reading

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Red, White & Scammed: Q&A with Personal Finance Expert Ellie Kay

In today’s video blog, Ellie Kay answers your questions about whether some of the “opportunities” available to American consumers are in fact a good deal or just fiction. Continue reading

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