Fixed Annuities 101
November 28, 2023
Understanding and Utilizing Fixed Annuities What is a Fixed Annuity? An annuity is an agreement with ...
Volatile Retirement Planning
October 26, 2023
How to Avoid the Roller Coaster Ride If you're serious about annuities, you've likely come to ...
Unlock Your Dream Retirement: Using the Bucket Method
September 19, 2023
Have you ever felt like you're in a maze regarding retirement planning? I met someone who ...
Choosing the Right Retirement Destination
July 22, 2023
Retirement represents a significant milestone, a phase that comes with a unique set of challenges. Many ...
Proactive Retirement Planning for Women
May 21, 2023
Retirement planning can be an overwhelming undertaking, especially for women. Women face unique retirement challenges, such ...
And They Lived Happily Ever After
March 9, 2023
"Happily ever after" is typically the ending of a fairy tale. But it's more than that. ...
Hidden Costs Of The COVID-19 Pandemic: Devastated Retirement Savings And Fewer Women In The Workplace
February 9, 2022
"Response to the COVID-19 pandemic has upended nearly every working person's retirement plans. However, women in ...
Should You Have Debt In Retirement?
June 25, 2021
"In a perfect world, you would enter retirement with your home paid off, $2million in savings, ...
Use a HSA To Partner With Your Retirement Funds
November 21, 2020
"Most people do not know that a Health Saving Account can be used after your working ...
Happy Lockdown 4th
July 6, 2020
If you're retired or very close to retiring and you feel you need more guaranteed income ...
The Gray Divorcee
May 11, 2020
What Divorced Women Need To Know About Money "Two major trends are profoundly impacting women. One, ...
10,000 Baby Boomers Retire Each Day
January 30, 2021
10,000 new baby boomers retire each day. Think about it: Many people don’t get defined ...
A Compelling Story: Fixed Index Annuities
July 21, 2020
How would you like to play poker where the casino told you they would guarantee you ...
A Gold Watch And Lifetime Income
March 7, 2019
Pensions have evolved to self-directed retirement planning I grew up in steel country in Western Pennsylvania. ...
A La Carte Planning Don't Be A Victim
March 26, 2023
A dangerous phenomenon is happening within the financial services industry. For years marketing gurus taught the ...
A New Idea That Has Been With Us For Over 200 Years
August 14, 2019
“Only money left over after paying taxes can be spent. For the average person in the ...
A Retirement Income Trifecta
May 9, 2022
The Best Practices Used to Create Sustainable Streams of Retirement Income My parents and grandparents both ...
A Simple And Successful Approach For Your Nest Egg
September 25, 2022
In the spring of 1983, a 61-year-old Australian sheep farmer named Cliff Young entered his first-ever ...
A Time To Give Thanks
November 3, 2021
As Thanksgiving approaches, I think about what I have to be thankful for and the traditions ...
Annuities Are A Logical Solution For Longevity Risk
October 14, 2021
"Transitioning from saver to spender can be a disconcerting shift for many seniors. A more systematic ...
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