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How You Can Use Annuities for Greater Tax Efficiency in Retirement

Annuity | Annuity Quote | Taxes
Having the right annuity for your needs can be a strong addition to your retirement portfolio.

As an annuity owner, you take comfort in knowing that you have planned for an uninterrupted lifelong retirement income stream. Working alongside other income sources...

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4 financial tips for the sandwich generation

Retirement Planning | Annuity | Annuity Quote
Your parents should have a plan for important legal and financial matters like retirement spending, long-term care and estate planning.
Almost half of Americans in their 40s and 50s are part of the sandwich generation — meaning they have a...

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Options to Long Term Care Insurance That Can Save You Thousands (Video)

Free eBook | Retirement Planning | Financial Advisor
This new personal finance series will save you thousands

What if you could get a huge deposit into your income account, have it grow at a guaranteed rate and have a guaranteed payout of your retirement income account...

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Traditional vs. Roth IRA

ANnuity | ROTH IRA | Retirement Planning
Like a traditional IRA, contributions to a Roth IRA are limited based on income.

Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 33.2 million U.S. households. And Roth IRAs, created as part of...

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Protecting Your Business from the Loss of a Key Person

Small Business Owner | Retirement Planning | Key Man Insurance
When considering the coverage amount the business owner should first calculate the financial impact of the loss of a key person.

Charles de Gaulle once remarked, “The graveyards are full of indispensable men.”¹ While we know...

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How an Annuity Laddering Strategy Works in Retirement Planning

Annuity | Annuity Quote | Financial Advisor
An annuity -- or any financial or insurance solution for that matter -- must make sense for you and your financial circumstances.

When we are ready to retire we must convert the growth of our savings and investments into...

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Investment Strategies for Retirement

Annuity | Annuity Quote | Financial Advisor

You’ve probably given a lot of thought to what your dream retirement will look like. Now it is time to decide how you are going to pay for it. Like the rest of life, retirement doesn’t come with guarantees....

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Details on the Tax Deadline Extension

Taxes | Retirement Planning | Financial Advice
Do you think you will owe money? The earlier you determine what you owe, the more time you have to plan your tax payment.

The Internal Revenue Service knows that many taxpayers have had a stressful spring. So, it...

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Don't Let Headlines Get You Down

Retirement Planning | Annuities | 401K Rollover
We can probably expect to see more shocking headlines in the months ahead.

Even in “normal” times, the news can be depressing. But these days, it can seem like there’s an awful lot to worry about. Here’s a sampling of...

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Social Security: Five Facts You Need to Know

Social Security | Financial Planning | Financial Advisor
You may begin receiving benefits as early as age 62, though your benefits will be reduced at a rate of about one-half of 1% for each month you begin taking Social Security before your full retirement age.

Social Security...

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