Recent Posts Widget
Tags401(K) 401(K) plans annuities annuity Baby Boomers economy Family family finances FAQ finances financial advisor financial independence Financial Literacy financial planning fixed index annuities fixed index annuity fixed indexed annuities fixed indexed annuity guaranteed income Indexed Annuities indexed annuity Industry Regulation Insurance In the News Jim Poolman Kim O'Brien long term care Myths about Indexed Annuities news pension Personal Finance retirement retirement accounts retirement goals retirement income Retirement Planning retirement savings risk Ron Grensteiner savings social security survey uncertainty in the market Wade H. Mayo Wendy Waugaman
Tag Archives: long term care
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.
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
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
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