The path to the kind of retirement you’ve dreamed about may not be well-marked and neatly groomed. It might be riddled with traps, rough patches, and obstacles. It’s likely that when you retire, you’ll have put in anywhere from 40 to 50 years of work, so don’t let your dedication […]
Continue Reading
Annuity products have existed since the Roman Empire.1 And yet, even today, these products are often misunderstood. The bottom line is that annuities may be an option that can help people meet their needs for retirement income. However, we feel that very few people understand the features, benefits and drawbacks […]
Continue Reading
I get asked this question A LOT! It’s hard to say really, because it is a feeling and ultimately hard to articulate into a why? In short, it is the relationships. It is the people, the time, and the trust that builds over the years as I see their hopes […]
Continue Reading
We all spend decades working and saving toward the far-off retirement of our dreams. And while we may all have ideas about what we want to do, have you ever thought about your actual retirement lifestyle will be? U.S. News and World Report recently outlined “10 Retirement Lifestyles Worth Trying,” […]
Continue Reading
Retirement can last 20 to 30 years or more, so it may be helpful to consider it as a series of phases. Here are three phases that you might pass through on your retirement journey, and some questions to ask along the way. The Transition Some people leave work one […]
Continue Reading
With the right planning, you can have the retirement of your dreams, whatever that may be. For many retirees, travel can be a big part of the vision they have for their post-work lives. But the question is, how can you conveniently and comfortably travel without breaking your budget? There […]
Continue Reading
Many people use life insurance as a safety net that will allow family members to pay bills, go to college, or support a business in case of the insured’s untimely death. Ultimately, the thinking is, if you’re the beneficiary on a life insurance policy, you could have some degree of […]
Continue Reading
A thorough examination of your finances may help you weather the current economy and position yourself for when the financial landscape improves. It’s not possible to build a financial strategy that has all the answers, but you can aim to build a strategy that positions you to handle chaos and […]
Continue Reading
This information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek guidance from an independent tax or legal professional. The content is derived from sources believed […]
Continue Reading
While some economists expected that the return to a more normal life would drive economic growth, the strength and speed of the rebound — and the accompanying increase in inflation — came as a surprise. Still, some economists are unconcerned and believe it’s more of a blip due to: • […]
Continue Reading