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    • Making Money Safely
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    • » Risk Versus Time Commitment
    • » Basics of Fixed Indexed Annuities
    • » IRA 401(k) & 403(b) Rollovers
    • » Multiple Benefits In One Product
    • » Addressing Annuity Critics
    • » Independent Study
    • Taking Income Safely
    • » Outliving Your Money
    • » IN-Come Versus IF-Come
    • » Ways to Take Income from an Annuity
    • » Guaranteed Growth & Lifetime Withdrawal Basics
    • » Why Build a Lifetime Income Check Now
    • Pension Decisions
    • » Weighing Your Pension Options
    • » Life Insurance Replacing Spousal Pension
    • » Creating Your Personal Pension Type Check
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    • Educational Videos
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    • Contact
  • The How-Tos And Benefits Of A Minor Participating In 401(k)s

    April 14, 2021

    The 401(k) has become the go-to retirement plan for many Americans and continues to gain traction. The flexibility, tax savings and scale of 401(k) [...]

    Read more

    Covid-19 Is Most Certainly A Retirement Story

    April 9, 2021

    The Covid-19 recession, like all recessions, threatens the wealth and retirement security of millions of workers. Job loss prompts people to stop [...]

    Read more

    IRA Contributions Might Lower Your Taxes. What’s The Right Strategy For You?

    April 5, 2021

    You now have an extra month to lower your tax bill with contributions to your individual retirement account (IRA). Just like last year, the IRS [...]

    Read more

    After One Year Of Covid-19, America’s Retirement Crisis Is Little Changed

    March 25, 2021

    A year has come and gone since the beginning of the Covid-19 pandemic in the United States in March 2020, upending all of our lives. Hundreds of [...]

    Read more

    Benefits of Fixed Index Annuities

    March 18, 2021

    See how the benefits of a fixed index annuity work together to keep retirement income planning on track. We look at six top fixed index annuity [...]

    Read more

    16 Retirement Numbers You Need to Know for a Secure Future

    March 10, 2021

    Figuring out if you can retire securely can sometimes feel like the most complicated math problem ever.  Just figuring out which retirement number to[...]

    Read more

    Times Have Changed: How To Save For Retirement Today

    March 3, 2021

    his story is part of a series in support of America Saves Week 2021. Since 2007, this initiative has provided a call to action for U.S. consumers to [...]

    Read more

    6 Social Security Changes for 2021

    February 25, 2021

    These changes in Social Security taxes and benefits take effect Jan. 1 Every October, the Social Security Administration (SSA) announces its annual [...]

    Read more

    How COVID-19 is Affecting 2021 Retirement Planning

    February 17, 2021

    CORONAVIRUS Reactions to COVID-19 and the impact on consumer confidence is prompting many consumers to reassess their retirement and financial plans.[...]

    Read more

    Retirement Services

    February 11, 2021

    FERS INFORMATION Eligibility is determined by your age and number of years of creditable service.  In some cases, you must have reached [...]

    Read more

    How to Minimize Social Security Taxes

    February 5, 2021

    Your Social Security benefit may be taxable. Try these strategies to reduce your tax bill in retirement. MOST WORKERS PAY INTO the Social [...]

    Read more

    Laid Off During the Pandemic: Should You Tap Into Social Security Early?

    January 29, 2021

    Why you should look for other solutions first More than 4 of 10 jobs lost during the pandemic may never come back, the Becker Friedman Institute for [...]

    Read more

    Equity Growth and Asset Protection

    January 21, 2021

    The author offers an introduction to how annuities can help. For investors, the last twenty years have been something of a roller coaster. The [...]

    Read more

    Top 10 Retirement Tips For 2021

    January 14, 2021

    For many Americans, retirement may look different in 2021 than it has in years past. The severe economic impact of the Covid-19 pandemic could push [...]

    Read more

    How retirement planning needs to change in the new year

    January 7, 2021

    Considering annuities, insurance, new investments and delaying Social Security? With all the changes 2020 brought and a new year around the corner, [...]

    Read more

    5 Things You Need to Know About Finances When Turning 65

    December 31, 2020

    It's a pivotal age for retirement planning — even if you aren't ready to retire yet Gone are the days when most people retired at 65, received a [...]

    Read more

    2020 Year End Review of Recent Retirement Plan Changes

    December 28, 2020

    Over the last year, both before and after the current pandemic, there have been multiple law changes that have impacted retirement plans and [...]

    Read more

    The special retirement plan rules of 2020: What you need to know as year comes to end

    December 18, 2020

    The COVID-19 pandemic has upended just about everything this year, including retirement planning. Enough new rules governing Individual Retirement [...]

    Read more

    Marshmallows and Social Security

    December 11, 2020

    Should US retirees delay claiming Social Security until age 70, even if they have to spend savings until then? The Center for Retirement Research at [...]

    Read more

    Benefits of Fixed Indexed Annuities

    December 4, 2020

    Fixed indexed annuities (FIAs) address many basic retirement concerns: protection of hard-earned dollars, tax-deferred growth, balance, and lifetime [...]

    Read more

    9 Signs You Are Not Financially OK to Retire

    November 25, 2020

    And one other reason to keep working Being ready to retire means more than being ready to stop waking up at 6:00 a.m. to put in long hours at a job [...]

    Read more

    Power-of-Attorney Abuse Can Drain Your Retirement Savings. Choose One Wisely.

    November 20, 2020

    Durable power of attorney is one of the most important and useful documents you will ever sign. It is also one of the most dangerous if it falls into [...]

    Read more

    Americans Feel Anxious About Their Retirement Savings Amid Pandemic

    November 4, 2020

    Millions of Americans expect their efforts to save for retirement to be derailed, perhaps permanently, by the coronavirus pandemic. That’s the main [...]

    Read more

    5 retirement planning mistakes to avoid during COVID-19

    October 28, 2020

    Don’t let the pandemic derail your plans for retirement These days, older workers and retirees are understandably concerned that their retirement [...]

    Read more

    Coronavirus-related relief for retirement plans and IRAs questions and answers

    September 26, 2020

    Section 2202 of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), enacted on March 27, 2020, provides for special distribution [...]

    Read more

    Despite uncertainty driven by COVID-19, Americans can look to the long term.

    September 17, 2020

    As the Coronavirus has spread in communities around the country, Americans are becoming increasingly concerned about the impact of the virus on jobs, [...]

    Read more

    COVID-19 and retirement: Impact and policy responses

    September 11, 2020

    COVID-19 has shaken America and the world, causing widespread social and economic upheaval. The most obvious and distressing cost is the tens of [...]

    Read more

    Coronavirus is creating retirement insecurity. These 10 steps can defuse the timebomb of an ageing population

    September 3, 2020

    To redesign a retirement that builds the necessary financial resilience for longer lives, the World Economic Forum and Mercer have created a [...]

    Read more

    Lock It In

    August 27, 2020

    Using Annuities to Cover Basic Living Expenses for Life The names and numbers may vary but the situation is all too common. Approaching retirement at[...]

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    Annuity Plans can be a good solution for your retirement; Here’s why

    August 20, 2020

    Given the current economic scenario in the backdrop of the ongoing public health crises globally, investing your hard-earned money in a suitable [...]

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    Time Claims to Maximize Social Security Benefits

    August 13, 2020

    Know your full retirement age, coordinate the timing of benefit claims with your spouse, and weigh the advantages of delaying your Social Security [...]

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    Older Adults Can Jumpstart the Covid-19 Economic Recovery

    August 7, 2020

    Even in light of an all-consuming pandemic, there are some mega-trends that continue their powerful and profound impact on global society. One such [...]

    Read more

    How To Maintain Financial Health During COVID-19

    July 30, 2020

    With COVID-19 making headlines around the world, it’s normal to feel uncertain about many aspects of life right now, including your [...]

    Read more

    Covid-19 could upend plans for older workers who want to retire

    July 22, 2020

    KEY POINTS The economic downturn prompted by the coronavirus comes at a particularly bad time for older workers. New research takes a [...]

    Read more

    A Pandemic Problem for Older Workers: Will They Have to Retire Sooner?

    July 20, 2020

    They face particular challenges brought on by Covid-19 — issues, experts say, that could lead to retirement earlier than planned. Dorian Mintzer [...]

    Read more

    JPMorgan’s Kelly: Welcome to the ‘Back Roads of the Economy’

    July 10, 2020

    Recovery is starting quickly as states reopen, but the journey gets bumpier from here, Kelly and fellow strategist David Lebovitz warn. There is [...]

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    Concerned about market volatility? Here’s one way to protect your retirement savings.

    July 2, 2020

    Now that we’ve entered a bear market for the first time since 2009, many pre-retirees are likely asking questions about the impact on their [...]

    Read more

    My Retirement Plan Is You

    June 25, 2020

    Americans without retirement savings are increasingly moving in with their millennial children. Sian-Pierre Regis, 35, is used to living with [...]

    Read more

    Even retirees with resources find coronavirus is upending their financial plans

    June 22, 2020

    The economic gut punch of the COVID-19 pandemic is being felt by retirees. Even those who have savings and other resources now fear that the financial[...]

    Read more

    5 easy ways to manage your money during COVID-19 pandemic

    June 15, 2020

    Right now, spending habits are changing, for better or worse. With unemployment at an all-time high and many people working from home, your budget [...]

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    Millions of baby boomers are getting caught in the country’s broken retirement system

    June 6, 2020

    The Washington Post spoke to six Americans who have come to the end of their work lives with no financial cushion, no nest egg. The coronavirus [...]

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    How the coronavirus downturn may change your plans to retire at 65

    May 31, 2020

    KEY POINTS About half of Americans retired earlier than they expected, according to a recent survey. Less control over your retirement [...]

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    5 Ways Fixed Index Annuities Are The “Swiss Army Knife” Of Retirement Planning

    May 26, 2020

    As a licensed fiduciary for over 15 years and spending most of that time with retirees, I’ve heard the same desires and concerns repeatedly: They [...]

    Read more

    A Devastating Jobs Report For Older Workers

    May 15, 2020

    “Jobs Friday” is usually a nerdy day for financial types and economists only. But everyone was watching the most recent jobs report. I had a big [...]

    Read more

    After 15 years of research, a psychologist says this ‘simple trick’ can help millennials retire faster

    May 7, 2020

    By the time most of us reach retirement age, we feel as if we don’t have enough money to live the life we envisioned. Our feelings aren’t [...]

    Read more

    3 Ways COVID-19 May Hurt Your Retirement

    April 30, 2020

    Here's how the ongoing crisis could wreck your long-term plans -- and what you can do to prevent that from happening. COVID-19 has turned the U.S. [...]

    Read more

    Concerned about market volatility? Here’s one way to protect your retirement savings.

    April 23, 2020

    Now that we’ve entered a bear market for the first time since 2009, many pre-retirees are likely asking questions about the impact on their [...]

    Read more

    Seven Ways the COVID-19 Pandemic Could Undermine Retirement Security

    April 17, 2020

    The COVID-19 pandemic could upend retirement planning, jeopardizing financial security for the next generation of retirees. Experience from the [...]

    Read more

    COVID-19 Stimulus Bill: 1 New Rule That Could Help Your Retirement Savings Last Longer

    April 13, 2020

    This lesser-known rule could potentially save you a bundle of cash. Millions of Americans have been directly affected by the coronavirus pandemic, [...]

    Read more

    Here’s Why COVID-19 Is Your Retirement Fire Drill

    April 7, 2020

    Dick has worked as a hospital administrator for 30-plus years. He was planning to retire in a few months. COVID-19 just delayed his plans for many [...]

    Read more

    Here’s Why COVID-19 Is Your Retirement Fire Drill

    April 2, 2020

    Dick has worked as a hospital administrator for 30-plus years. He was planning to retire in a few months. COVID-19 just delayed his plans for many [...]

    Read more

    How many more years do you need to live in order to wait it out?

    March 26, 2020

    With all that is going on in the market with the Coronavirus, we have received many requests to give our opinion on how long it will take for a [...]

    Read more

    Worried About Coronavirus? 5 Financial Moves for the Age of COVID-19

    March 19, 2020

    Everything these days seems to be about coronavirus, coronavirus, coronavirus. Especially when you have a family, these can be scary times. So, first[...]

    Read more

    Safety vs. Probability: Planning For Retirement

    March 12, 2020

    As we progress through life, we find there are certain things we can control and others we cannot. However, even with the things we can’t control, [...]

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    3 Things You Must Do Before You File For Social Security Benefits

    March 5, 2020

    Taking these steps before you begin claiming can ensure you're receiving as much money as possible. The majority of retirees will depend on their [...]

    Read more

    What Millennials, Gen X & Boomers Have In Common But Don’t Admit, Discuss, Nor Plan For

    February 27, 2020

    Going through her mail, Kendra slices open an envelope from her preferred airline. Inside she finds a hefty gray card with her name etched on it. The [...]

    Read more

    7 Smart Money Moves for 2020

    February 20, 2020

    New federal legislation made sweeping changes in retirement plans. Here's what you need to know. The new year has brought a number of changes in [...]

    Read more

    Is retirement good for health or bad for it?

    February 13, 2020

    For many people, retirement is a key reward for decades of daily work—a time to relax, explore, and have fun unburdened by the daily grind. For [...]

    Read more

    Fixed vs. Fixed Indexed Annuities: What’s the Difference?

    February 5, 2020

    Among the various kinds of annuities, which are contracts you sign with an insurance company to pay a premium for guaranteed income later, two of the[...]

    Read more

    Numbers that older workers and retirees need to know in 2020

    January 31, 2020

    From retirement plans to health care, things are changing A new year and a new decade begin next week. Whether you’re retired or still working, [...]

    Read more

    Six Ways Social Security Will Be Changing In 2020

    January 23, 2020

    Every day, 10,000 or so baby boomers are turning 65. Some of you have probably already retired. Many are likely counting the days until they can [...]

    Read more

    How to Retire in 2020

    January 17, 2020

    WHEN YOU ARE READY TO retire, there are certain basic things you should do before you leave the comfort and security of your old job. You need to[...]

    Read more

    The Difference Between Annuities And Life Insurance

    January 9, 2020

    Both annuities and life insurance should be considered in your long-term financial plan. While both include death benefits, you buy life insurance in [...]

    Read more

    6 Ways The SECURE Act May Impact Your Retirement

    January 2, 2020

    The new Setting Every Community Up For Retirement Enhancement (SECURE) Act, just signed by President Trump, is the broadest piece of retirement [...]

    Read more

    Is A Fixed-Index Annuity Right For You?

    December 26, 2019

    Retirement isn’t what it used to be. Today, not only are people working, traveling and living dynamic lives well past the previous generation’s [...]

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    Recap: What happened to the retirement landscape in 2019?

    December 19, 2019

    As 2019 comes to an end, it’s worth taking a moment to reflect back on what took place in the retirement landscape during the past 12 months and how[...]

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    Retirement Plan Contribution Limits Will Increase in 2020

    December 12, 2019

    The Internal Revenue Service announced on Wednesday, November 6, that several contribution limits in qualified retirement plans will increase next [...]

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    3 Ways You Can Lose Your Social Security Benefits

    December 5, 2019

    You definitely want to avoid these at all costs. Millions of seniors today regard Social Security as a critical source of income. But if you're not[...]

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    Don’t Just Be Ready; Be Game Ready

    November 29, 2019

    Everyone’s idea of the “perfect retirement” is different. Some of us plan to travel the world, while others hope to move to a new location, [...]

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    Changing Seasons in Retirement

    November 21, 2019

    The holidays are just around the corner, meaning it’s almost time to prepare for parties, travel, gift-giving and more. But what’s good for the [...]

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    Is a Fixed Indexed Annuity Right for Me?

    November 14, 2019

    Ensure you have the financial security to be in control of your retirement. Before determining if an FIA is right for your portfolio, [...]

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    A Retirement Expert Says Annuities Are Better Than Bonds for Guaranteed Income. Here's His Argument

    November 12, 2019

    One of the biggest challenges in retirement is building a reliable stream of monthly income to support you for what could be a very long time. While [...]

    Read more

    U.S. News Unveils the 2020 Best Places to Retire

    October 31, 2019

    Washington, D.C. – U.S. News & World Report, the global authority in rankings and consumer advice, today unveiled the 2020 Best Places [...]

    Read more

    Does your financial plan hold up to scrutiny?

    October 25, 2019

    As National Financial Planning Month, October serves as a good opportunity for an annual check-up on your financial health to ensure you’re on track[...]

    Read more

    8 smart steps for buying life insurance

    October 17, 2019

    How to find coverage that meets your needs and budget Life insurance can form a vital part of your family’s financial stability and well-being but,[...]

    Read more

    Retirement Calculators

    October 11, 2019

    Are you on track for retirement? These customizable calculators will allow you to run different scenarios and discover how small adjustments could [...]

    Read more

    Only 9% of America is Prioritizing Financial Diversity

    October 4, 2019

    Its No Myth, Lack of Diversity Puts Retirement At Risk. What Other Myths Need To Be Busted? There is a retirement crisis in America. 1 in 4 baby [...]

    Read more

    Planning a Generational Impact

    September 27, 2019

    Earlier this month, the United States celebrated Grandparent’s Day, which serves as a reminder to appreciate the hard work and dedication of [...]

    Read more

    Take Charge of Your Future During Self-Improvement Month

    September 19, 2019

    As both Self-Improvement Month and Self-Care Awareness Month, September serves as a strong reminder to take time out of our busy calendars and turn [...]

    Read more

    The Crisis in Retirement Planning

    September 13, 2019

    Corporate America really started to take notice of pensions in the wake of the dot-com crash, in 2000. Interest rates and stock prices both plummeted,[...]

    Read more

    Promoting Women’s Equality in Retirement Planning

    September 6, 2019

    Since 1971, the United States has celebrated Women’s Equality Day on August 26. Although the occasion originally commemorated the passage of the [...]

    Read more

    MAKING THE NEST EGG LAST: BEST PRODUCTS FOR SENIOR CLIENTS

    August 28, 2019

    Entering retirement can be a particularly jarring experience for seniors, and not only because they’re leaving behind the familiar world of [...]

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    Retirement Savers Seeking Protection Amid Market Volatility: Allianz

    August 23, 2019

    Nearly three in four affluent respondents to an Allianz Life survey said they'd be willing to give up some gains for protection. Second-quarter [...]

    Read more

    Back to School: Five Surefire Ways to Boost Your Financial Education

    August 14, 2019

    August is an exciting time of year. As the start of a new semester approaches, families across the country begin to pull themselves out of vacation [...]

    Read more

    Why healthy clients need to save more for retirement

    August 7, 2019

    Tax-free health savings accounts, Roth IRAs, insurance and annuities can help cover retirees' future health-care costs Here's a counterintuitive [...]

    Read more

    Health Care For Elderly Seniors: Can Annuities Help Cover the Costs?

    July 31, 2019

    America’s senior citizens have their backs to the wall financially a new study confirms. Professor John Pottow, a law professor at the University of[...]

    Read more

    How to Transform Financial Stress into Retirement Confidence

    July 24, 2019

    Financial stress is the number one source of stress for employees, according to a Price Waterhouse Coopers 2019 survey. Financial matters outrank [...]

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    Annuities: Why You Need To Know How They Work

    July 17, 2019

    You need to know how they work, because many financial planners recommend them to their clients for retirement planning purposes. In fact, one study [...]

    Read more

    Financial Health Checklist

    July 10, 2019

    Retirement is a stage in life that should be looked forward to and celebrated. But to get there, you have to plan accordingly. Like learning a new [...]

    Read more

    5 Things You Need to Know Before You Retire

    July 3, 2019

    Take it from a professor who has spent the last 10 years focusing on the distribution phase of retirement, here are some lessons to live by. As a [...]

    Read more

    What are the different types of annuities?

    June 27, 2019

    Fixed vs. variable annuities In a fixed annuity, the insurance company guarantees the principal and a minimum rate of interest. In other words, as [...]

    Read more

    This Annuity Awareness Month, Explore FIAs

    June 20, 2019

    For nearly a decade, the month of June has served as Annuity Awareness Month, a time to help financial professionals and pre-retirees appreciate the [...]

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    How Your Kids Can Ruin Your Retirement — and How to Make Sure They Don’t

    June 14, 2019

    Bill Benson and his wife had planned to fortify their retirement savings once their children left home, so they’d have enough to travel and relax.[...]

    Read more

    Retirement Policy Snapshot: What’s Happened So Far in 2019?

    June 5, 2019

    This year has been an exciting time for retirement policy: Just over the horizon sit several potential updates to the laws governing how Americans [...]

    Read more

    New Research from Principal Shows Annuities Improve Retirement Outcomes

    May 29, 2019

    DES MOINES, Iowa--(BUSINESS WIRE)--The simulations have been run and the numbers have been crunched: annuities help improve retirement outcomes [...]

    Read more

    Lifetime Income Stream Key to Retirement Happiness

    May 28, 2019

    LONDON — In this city known for grumps and complainers, the happiest people are those with a pension and those too young to understand how a pension[...]

    Read more

    10 Myths About Annuities You Shouldn’t Believe

    May 15, 2019

    While annuities have long been a viable retirement option, those new to retirement planning may discover a bit of misinformation about them. If [...]

    Read more

    Baby Boomer Retirement Trends: Transportation & Health Care

    May 8, 2019

    Droves of retiring baby boomers are driving change in late-life transportation and travel. Health care and technology innovations are helping retirees[...]

    Read more

    New Research from Principal Shows Annuities Improve Retirement Outcomes

    May 1, 2019

    10,000 simulations highlight impact of guaranteed income for retirees “If the hard numbers and math don’t convince you, then take it right from[...]

    Read more

    Financial Literacy Month: Five Resources to Jumpstart Your Retirement Planning

    April 24, 2019

    April is Financial Literacy Month and a reminder to examine your personal finance habits. A key element of financial literacy is how well-prepared you[...]

    Read more

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    The How-Tos And Benefits Of A Minor Participating In 401(k)s

    April 14, 2021

    The 401(k) has become the go-to retirement plan for many Americans and continues to gain traction. The flexibility, tax savings and scale of 401(k) [...]

    Read more

    1 of page 224

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