Tag Archives: long term care

Three Ways to Minimize the Tax Burden on Retirement Income

Tax day is coming up in just a few weeks and while tax filing will never be fun, some planning now can make a big impact down the road when it comes to dealing with taxes during retirement.
Continue reading

Posted in Personal Finance, Planning for Retirement | Tagged , , , , , , , , , , , , , | Leave a comment

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

Posted in Uncategorized | Tagged , , , , , , , , , , , , , , , , , , | Leave a comment

The biggest risk to your retirement? Unrealistic expectations.

While many people approaching retirement have actively adjusted their retirement plan to take into account recent economic uncertainty and market volatility, few recognize that an even bigger threat to their retirement nest egg is unrealistic expectations. Continue reading

Posted in Planning for Retirement, Product Features | Tagged , , , , , , , , , , | Leave a comment

The Best of Both Worlds

One of the most common misconceptions about annuities is that to guarantee the monthly income payments you forego access to your principle in an emergency or to pass on as an inheritance. Continue reading

Posted in Planning for Retirement, Product Features | Tagged , , , , , , , , , | Leave a comment

Annuities Can Help Offset Costs of Long-Term Care for Women

One of the most important steps to preparing for a time in your life when you may no longer be able to care for yourself is to ensure that you have a source of guaranteed income for life. For example, a fixed indexed annuity—a tax-deferred product offered by life insurance companies—can provide a guaranteed lifetime income stream, even if the account balance falls to zero. Continue reading

Posted in In the News, Planning for Retirement | Tagged , , , , , | Leave a comment

Supporting World Alzheimer’s Month: Educate Yourself and Plan Accordingly

September is World Alzheimer’s Month. Around the globe individuals, corporations and organizations are providing information and education to raise awareness and concern about the disease and the importance of early detection. You too can join this effort by helping to raise awareness and preparing for the future by learning more about the disease and resources or talking with your advisor and family about your wishes. Continue reading

Posted in Planning for Retirement | Tagged , , , , | Leave a comment

How Health Reform Could Impact your Retirement Plans

Regardless of your views on the 2010 health reform law, there are some specific provisions that may impact how those approaching retirement plan for their health and long-term care costs. Continue reading

Posted in In the News, Planning for Retirement | Tagged , , , , , , , , , | Leave a comment