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Free eBook | How to Make the Tax Code Work for You

Tax planning | Taxes
Our brand-new, downloadable Tax Planning eBook can be a valuable resource when helping to stay prepared for the upcoming tax season. Download a copy now.

By April 19, 2019, 137 million taxpayers had dutifully filed their federal income tax returns.1 And they all...

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Rethinking risk tolerance

Retirement Planning | Annuity Quote
More than half of us have some level of investment in the market — mostly in retirement plans such as 401(k)s. Recent market volatility may have left you rethinking how much risk you’re willing to take with your nest egg, especially...

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3 ways to prevent winter dehydration

Retirement Planning | Annuity Quote
Age seems to affect hydration. Researchers aren't exactly sure why, but after age 50 your sense of thirst begins to fade.

Dehydration is a health concern that's commonly overlooked in colder months, but it's important to get all the fluids...

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The annual checkup you need, but haven’t heard about

Retirement Planning | Annuity Quote
Troubleshooting is a big part of the checkup.

You check in annually with your doctor, your dentist, and even your mechanic, but what about your pharmacist? After all, the average American age 45 and older takes four prescriptions a day. Getting...

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Retirement income match game

Retirement Planning | Annuity Quote
What if your basic expenses can't be covered by your existing sources of dependable income?

There's no straight line to follow when it comes to crafting a solid retirement plan. But the final destination is the same for everyone: making sure...

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Retirement resolutions

Retirement Planning | Annuity Quote
Carving out a place in your budget for the activities you love is important as you work toward your goals.

Every January millions of Americans make resolutions. This year, make one of your goals to plan for a happier, more successful...

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Smart holiday spending.

Retirement Planning | Annuity Quote
Help make your holidays a little more stress free when you use these tips for managing your gift giving.

Imagine checking off everyone on your gift list and still having money left in the holiday budget. It's entirely possible — if...

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Plan for happiness.

Retirement Planning | Annuity Quote
Dreaming up your vision for the future is the fun part, but a key to connecting emotional fulfillment and financial well‑being is balance.

It may sound simple, but thinking about what will bring you happiness in retirement is the key...

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Create financial resolutions to help get results.

Retirement Planning | Annuity Quote
What will you do if you achieve your financial goals in the new year?

The truth about New Year’s resolutions is that they often get abandoned before they’re reached. Of 2,011 Americans who participated in a survey,

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How Long Can Bear Markets Like Coronavirus' Reach Last For?

Retirement Planning | Annuity Quote
What have retirement investors faced with other event-driven market situations?

If you have any money in the market, chances are you have heard of recent slumps in U.S. market indexes.

From February 21st to February 28th, the Dow Jones Industrial...

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