November 28, 2023

Understanding and Utilizing Fixed Annuities What is a Fixed Annuity? An annuity is an agreement with ...

October 26, 2023

How to Avoid the Roller Coaster Ride If you're serious about annuities, you've likely come to ...

September 19, 2023

Have you ever felt like you're in a maze regarding retirement planning? I met someone who ...

July 22, 2023

Retirement represents a significant milestone, a phase that comes with a unique set of challenges. Many ...

May 21, 2023

Retirement planning can be an overwhelming undertaking, especially for women. Women face unique retirement challenges, such ...

March 9, 2023

"Happily ever after" is typically the ending of a fairy tale. But it's more than that. ...

February 9, 2022

"Response to the COVID-19 pandemic has upended nearly every working person's retirement plans. However, women in ...

June 25, 2021

"In a perfect world, you would enter retirement with your home paid off, $2million in savings, ...

November 21, 2020

"Most people do not know that a Health Saving Account can be used after your working ...

July 6, 2020

If you're retired or very close to retiring and you feel you need more guaranteed income ...

May 11, 2020

What Divorced Women Need To Know About Money "Two major trends are profoundly impacting women. One, ...

January 30, 2021

10,000 new baby boomers retire each day. Think about it: Many people don’t get defined ...

July 21, 2020

How would you like to play poker where the casino told you they would guarantee you ...

March 7, 2019

Pensions have evolved to self-directed retirement planning I grew up in steel country in Western Pennsylvania. ...

March 26, 2023

A dangerous phenomenon is happening within the financial services industry. For years marketing gurus taught the ...

August 14, 2019

“Only money left over after paying taxes can be spent. For the average person in the ...

May 9, 2022

The Best Practices Used to Create Sustainable Streams of Retirement Income My parents and grandparents both ...

September 25, 2022

In the spring of 1983, a 61-year-old Australian sheep farmer named Cliff Young entered his first-ever ...

November 3, 2021

As Thanksgiving approaches, I think about what I have to be thankful for and the traditions ...

October 14, 2021

"Transitioning from saver to spender can be a disconcerting shift for many seniors. A more systematic ...