Tag Archives: Personal Finance

The Top Three FIA Articles from 2015

2015 was a big year for Fixed Indexed Annuities (FIAs). From FIAs having their highest sales to-date to millennials displaying an increasing interest in the product, consumers are seeing FIAs more and more as a product they can fit into a balanced retirement portfolio. Continue reading

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7 Retirement Tips for National Save for Retirement Week

In honor of National Save for Retirement Week, check out these 7 tips to make planning for retirement easier. Continue reading

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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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Beware of These Four Retirement Pitfalls

With average life expectancies increasing, it is critical to have a thorough retirement plan that provides for adequate income to last a lifetime. To make sure your income lasts as long as you need it to, here are a few retirement pitfalls to avoid:
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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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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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Increased Life Expectancy Leads to a Decrease in Payout Rates

With current rates being “low,” they may seem befuddled when asked to consider purchasing an annuity. I explain that today’s rates are not low. In fact, I believe these to be the “new” rates—and today’s rates may be the highest rates we could see for a very long time! 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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Planning for Retirement: Recent Graduates

Although graduating from college comes with an array of emotions and excitement, it’s important to take time to think about your career path and the ways you can begin planning for retirement. Unlike your parents and grandparents, millennials will be mostly on their own for retirement savings, given the shift in the retirement landscape toward more of a “pay-for-yourself” era. Continue reading

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