News

10
Apr

Two Tax Questions to Ask Yourself About Retirement Planning

Two Tax Questions to Ask Yourself About Retirement Planning Tax Day is just around the corner, and now is a good time to review your financial habits and goals, particularly as they relate to retirement planning. This reflection is also timely because retirement preparation can have significant tax implications—ranging from whether you can deduct your account contributions to which tax

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10
Apr

April is Financial Literacy Month

April is Financial Literacy Month Do you consider yourself financially literate? According to a study by S&P Global, 57% of American adults are financially literate, ranking the U.S. 14th in the world. As a way to increase financial understanding, April is considered Financially Literacy month! Whether you’re a financial guru or consider yourself a newbie, here’s 3 ways to make

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29
Mar

Looking for a Guaranteed Income Stream for Life? Think Annuities

Looking for a Guaranteed Income Stream for Life? Think Annuities Are you headed toward retirement or even in retirement and concerned about outliving your savings? Perhaps an income annuity will fit your needs. An annuity is a financial instrument that can offer a guaranteed lifetime income that you can’t outlive. I’ve spent many years helping my clients with annuities as

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26
Mar

3 Tips to Spring Clean Your Finances

3 Tips to Spring Clean Your Finances With the official start the Spring being March 20th, the entire country can now start shedding layers after a record-breaking winter. Along with spring comes nice temperatures, fresh crisp smells, and most importantly, spring cleaning. Typically, spring cleaning will consist of throwing out or donating unused items, organizing the house and cleaning the

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18
Mar

NCPW: How planning for retirement can be empowering, not frightening

NCPW: How planning for retirement can be empowering, not frightening March celebrates National Consumer Protection Week (NCPW), a time to help people understand their consumer rights and make well-informed decisions about money. No matter your age, some of the most important financial decisions you will ever make relate to retirement. With U.S. adults living longer—and thus spending more time in

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13
Mar

9 Reasons Not to Buy Life Insurance (And Why You Should Rethink Them)

9 Reasons Not to Buy Life Insurance (And Why You Should Rethink Them) From getting married to having a baby to starting a business, there are lots of reasons why you’d want to consider buying life insurance. But maybe something is holding you back from getting the coverage you know (or suspect) you need. Here are nine of the biggest

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7
Mar

National Women’s History Month and the State of Retirement Preparedness for Women

National Women’s History Month and the State of Retirement Preparedness for Women National Women’s History Month is a time to look back at the vital role women have played throughout history. In every industry, women are natural leaders and change makers – from Congress to financial services. In addition to driving change around women’s rights, many women in leadership are

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28
Feb

How the New Political Landscape Impacts Retirement

How the New Political Landscape Impacts Retirement Last year, our study on America’s workforce showed that over one-third of workers from small businesses say that their employer is “not helpful at all” in terms of retirement planning and that one in eight workers are not offered any type of retirement plan from their employer. This leads to retiring later and

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25
Feb

Protecting What Matters Most: Your Loved Ones

Protecting What Matters Most: Your Loved Ones It’s Insure Your Love month. And what does that mean? Everyone wants the best for their family, whether that’s a spouse, children, aging parents, really anyone you need to take care of. And the numbers back that up: 81% of Americans believe their family is their most valuable asset, according to the new

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14
Feb

Love Retirement & Spread #annuitylove

Love Retirement & Spread #annuitylove Valentine’s Day is the celebration of love around the world. It is a chance to celebrate the joy found in companionship, in a family, in friendship, a social group, or even retirement. Retirement is a well-deserved reward after years of hard work in the workforce. Everyone’s idea of retirement is different. Some are most looking

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