Staff

10
Mar

New Study: Americans Retirement IQ is Low

New Study: Americans Retirement IQ is Low Downloadable Videos and Images Below A startling number of baby boomers don’t know how much money they need to live comfortably during retirement, and without a target in mind, have ended up saving very little. In fact, 1 in 4 baby boomers have less than $5k saved for retirement. But the good news

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10
Mar

Life Insurance for a Family of One

Life Insurance for a Family of One We spend a lot of time talking about how couples, families and businesses can protect their financial futures with life insurance. But what about if you are single—do you need life insurance, too? There are those people who have no children, no one depending on their income, no ongoing financial obligations and sufficient

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6
Mar

Taxes in Retirement: What You Need to Know

Taxes in Retirement: What You Need to Know Life after retirement is full of changes and challenges, not the least of which is trying to understand how taxes will impact your income and deductions in retirement. Many wonder how big their tax bill will be in retirement and how long their retirement will last. The average American can expect to

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6
Mar

Employee Appreciation Day & Your 401(k)

Employee Appreciation Day & Your 401(k) Today, marks National Employee Appreciation Day—an opportunity for managers and bosses to take a moment, appreciate their employees and thank them for their hard work. But this likely isn’t the only time you could enjoy a perk from your company. Many employers offer 401(k) programs as part of their benefits package, allowing you to

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6
Mar

Employee Appreciation Day & Your 401(k)

Employee Appreciation Day & Your 401(k) Today, marks National Employee Appreciation Day—an opportunity for managers and bosses to take a moment, appreciate their employees and thank them for their hard work. But this likely isn’t the only time you could enjoy a perk from your company. Many employers offer 401(k) programs as part of their benefits package, allowing you to

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1
Mar

Don’t Take the Journey Through Retirement Savings Alone

Don’t Take the Journey Through Retirement Savings Alone We live in a high-tech world where information about all topics under the sun is available at our fingertips. We are moving toward self-service and automatic access to everything. You can look at your checking account balance on your phone; you can make dinner reservations with a couple of clicks, and you

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21
Feb

Celebrating the 22nd Anniversary of Fixed Indexed Annuities

Celebrating the 22nd Anniversary of Fixed Indexed Annuities Move aside, Valentine’s Day… there’s another reason to celebrate! This week, we’re commemorating the 22nd anniversary of Fixed Indexed Annuities (FIAs). While we can’t guarantee flowers or heart-eyed emojis, this anniversary marks the continuous advancement of a retirement product that can offer guaranteed lifetime income. Fixed Indexed Annuities (FIAs) are great for

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16
Feb

Juvenile Life Insurance: The Whys and Hows

Juvenile Life Insurance: The Whys and Hows As a parent, perhaps you’ve been able to check the critical financial boxes for your family. You’ve established emergency funds, secured life and disability insurance, and are on track with your retirement goals. You may wonder, is there anything else I could be doing to help my children? This can be the time

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13
Feb

FALL IN LOVE WITH YOUR RETIREMENT SAVINGS PLAN

FALL IN LOVE WITH YOUR RETIREMENT SAVINGS PLAN Finding your soulmate and saving for retirement actually have a lot in common. Both can be intimidating, require careful planning and lead to some nerve-wracking decisions. However, making informed steps in both scenarios can leave you feeling happy and secure. Fall in love with your retirement savings plan with these helpful tips:

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8
Feb

The Cost of Raising a Child AKA Why You Need Life Insurance

The Cost of Raising a Child AKA Why You Need Life Insurance Each year the government (the USDA to be exact) publishes how much it costs to raise a child to 18. The number is staggering. It’s more money than most of us can imagine coming up with, which is why life insurance is so important. You can cover that

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