Indexed Annuity Insights

15
Nov

Changing Seasons in Retirement

Changing Seasons in Retirement The holidays are just around the corner, meaning it’s almost time to prepare for parties, travel, gift-giving and more. But what’s good for the spirit can be hard on the wallet. Without a proper plan in place, it can be easy to lose track of how much you’ve spent, which might affect your financial goals. The

Read more

12
Nov

Don’t Just Be Ready; Be Game Ready

Don’t Just Be Ready; Be Game Ready Everyone’s idea of the “perfect retirement” is different. Some of us plan to travel the world, while others hope to move to a new location, perhaps with a warmer climate. Still others might wish to live frugally so they have a sizable nest egg they can pass on to future generations. No matter

Read more

21
Oct

Does your financial plan hold up to scrutiny?

Does your financial plan hold up to scrutiny? As National Financial Planning Month, October serves as a good opportunity for an annual check-up on your financial health to ensure you’re on track to meet your goals. Whether those goals are specific to retirement or not, regular checks can help prevent any unnecessary surprises. Moreover, if you haven’t set any goals,

Read more

24
Sep

Planning a Generational Impact

Planning a Generational Impact Earlier this month, the United States celebrated Grandparent’s Day, which serves as a reminder to appreciate the hard work and dedication of generations before us (regardless of our current age). However, as Intergenerational Month, September also marks a time to reflect further down the family tree and think about our impact on those who come after

Read more

13
Sep

Take Charge of Your Future During Self-Improvement Month

Take Charge of Your Future During Self-Improvement Month As both Self-Improvement Month and Self-Care Awareness Month, September serves as a strong reminder to take time out of our busy calendars and turn the spotlight on ourselves. Representing two sides of the same coin, self-improvement asks the question “how can I push myself to meet my goals?”, while self-care asks, “how

Read more

26
Aug

Promoting Women’s Equality in Retirement Planning

Promoting Women’s Equality in Retirement Planning Since 1971, the United States has celebrated Women’s Equality Day on August 26. Although the occasion originally commemorated the passage of the 19th amendment, which gave women the right to vote, today it recognizes and encourages people and organizations to promote the full equality for women in society. We recognize equality spreads the gamut,

Read more

13
Aug

Back to School: Five Surefire Ways to Boost Your Financial Education

Back to School: Five Surefire Ways to Boost Your Financial Education August is an exciting time of year. As the start of a new semester approaches, families across the country begin to pull themselves out of vacation mode and think more critically about the future. A spirit of learning is in the air, which makes things just a little brighter

Read more

19
Jul

How to Transform Financial Stress into Retirement Confidence

How to Transform Financial Stress into Retirement Confidence Financial stress is the number one source of stress for employees, according to a Price Waterhouse Coopers 2019 survey. Financial matters outrank any other source of stress combined, including health and relationships. Retirement can be a key driver in that stress with nine out of 10 people reporting they don’t feel very

Read more

9
Jul

Financial Health Checklist

Financial Health Checklist Retirement is a stage in life that should be looked forward to and celebrated. But to get there, you have to plan accordingly. Like learning a new skill, planning for retirement is a long-term process that includes countless course corrections and practice along the way. It helps to not only have a clear goal in mind, but

Read more

19
Jun

This Annuity Awareness Month, Explore FIAs

This Annuity Awareness Month, Explore FIAs For nearly a decade, the month of June has served as Annuity Awareness Month, a time to help financial professionals and pre-retirees appreciate the value of a diversified retirement portfolio. During this month, organizations like IALC encourage those planning for retirement to investigate options such as fixed index annuities (FIAs), to examine how these

Read more