Tag Archives: financial advisor

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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Indexed Annuity Sales are Up, Complaints are Down

Despite the growth in indexed annuity sales, complaints against the product have significantly decreased since 2010, according to data recently released by the National Association of Insurance Commissioners (NAIC). What’s more, a recent LIMRA study found that 83% of indexed annuity buyers were satisfied with their annuity purchase, and five in six would recommend annuities to family and friends. Continue reading

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CONGRESS OPENS DOOR FOR TAX-FREE RETIREMENT INCOME

It is important to consult with a tax and/or investment advisors about whether a Roth conversion is right for you. If you are looking at a conversion to a Roth account, you may also want to consider doubling down with a fixed indexed annuity. By including a fixed indexed annuity in your 401(k) Roth account, you can protect against loss of your initial investment and guarantee a minimum annual tax-free return. Continue reading

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