Tag Archives: Jim Poolman

How to Weather the Storm in Volatile Markets: Takeaways from IALC’s Event

On April 20th, the IALC hosted a panel event in DC, “Weathering the Storm: Navigating Volatile Markets,” aimed at facilitating discussion about savings and financial strategies in today’s unpredictable economy.
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Millennials say they want to save for retirement, but a third aren’t doing it

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).
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Study: Boomers Still Not Prepared for Retirement

Financial forecasters and retirement experts have warned about the looming retirement crisis in America and one thing is abundantly clear: many Americans are not prioritizing their retirement savings. Continue reading

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What’s the Key to Meeting New Year’s Financial Resolutions? Setting Attainable Goals

According to the 2013 Fidelity Resolutions Study, the number of people making financial resolutions is at an all-time high and almost half of the survey respondents reported achieving over 80% of their financial goals last year. So what is the secret to success? Setting realistic and attainable goals is key to ensuring that you make good on your resolutions long after everyone else has thrown in the towel. Continue reading

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How Younger Americans Differ in their Approach to Retirement

Is there a silver-lining to all of the economic turmoil Americans have faced in the past few years? One could argue that it taught younger Americans an important lesson – save! A recent Wall Street Journal article underscores this point, noting that as their parents lost jobs and homes and delayed retirement, these children are—in turn—boosting savings, cutting spending, and planning for retirement. According to a survey by TD Ameritrade, while 46% of people aged 48 to 66 have regular savings plans, the figure is nearly 60% for those aged 23 to 47. Continue reading

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The very low risk of insurance company bankruptcy

When purchasing a financial product, one of the most important aspects to consider is the financial strength of the company from which you purchase the product. Insurance companies often have a leg up on this regard. Continue reading

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Don’t count on an inheritance to boost retirement savings fund, study finds

As the United States faces increasingly uncertain economic times and employment outlook, working adults can no longer count on an inheritance to boost their retirement savings fund. A 2012 Allianz Life – American Legacies Study released this May suggests a shift in the attitudes of Baby Boomers (between 47 and 66) and Elders (72+). Both of these groups reported that family stories and heirlooms are their most important legacy – as opposed to a monetary inheritance, while only 20% of Elders said that they owe their children any inheritance at all. Continue reading

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New Tools to Help You Plan a Strong Future

As you may have noticed we’ve changed things up a bit. To help guide you through planning for your financial future, we’ve added more resources and retirement information to our site. Continue reading

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The Benefits of Balancing Your Financial Plan

Learn more about David’s story and how indexed annuities have helped him meet his retirement goals. Continue reading

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Retirement Dreams Disappear With 401(k)s

60 Minutes recently re-aired a story about 401(k)s and the fact that so many nearing retirement age are actually are putting off their retirement because their 401(k) investments have faltered due to market volatility…In response to this segment, an article in Inside Tucson Business outlines some alternatives to 401(k) investments including self-directed IRAs and Fixed Indexed Annuities. Continue reading

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