Blog & Articles

Use an Annuity to Boost Your Retirement Confidence

June 12, 2017

How confident are you that you will have enough income and assets to support a comfortable and enjoyable retirement? If you’re like many Americans, you may not be completely confident. According to a 2016 study from the Employee Benefit Research Institute, only 21 percent of…

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Do You Have a Plan for Your Retirement Spending?

May 23, 2017

Are you one of the many Americans who is worried about having enough money for retirement? According to the 2016 version of Gallup’s annual survey about Americans’ biggest financial worries, retirement topped the list for the 16th year in a row. Nearly two-thirds of respondents…

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Why Disability Could Threaten Your Retirement

May 11, 2017

Imagine the following scenario. You’re nearing retirement. Maybe it’s less than 10 years away. As you get older, though, you start to experience more health issues. Maybe your chronic back or joint pain grows more severe, limiting your mobility. Perhaps you develop a serious illness…

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What is Your Retirement Inspiration?

April 25, 2017

Retirement should be a celebratory event. After all, you’ve probably been planning your retirement for years or even decades. It’s a time to free yourself…

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Should You Plan on Working Past Age 65?

April 10, 2017

It’s no secret that many Americans struggle to save enough money for retirement. After all, retirement is a major financial goal. To reach your savings…

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Stressed About Your Taxes? Try These Tips

March 10, 2017

Feeling the stress as tax season approaches? You’re not alone. During this time of year, many Americans feel the crunch as April 15 gets closer. That’s especially true if you’re preparing your own return. While tax software can help, the output from those programs is…

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Will Your IRA Beneficiaries Face a Tax Bill?

February 21, 2017

If you’re like many retirees, a large portion of your assets may be held in qualified accounts like an IRA or a 401(k) plan. Qualified accounts make for attractive retirement savings vehicles because of their unique tax treatment. Your gains aren’t taxed as long as…

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A Portrait of Gen X Retirement Saving

January 4, 2017

How would you guess Gen X is faring when it comes to retirement saving? Americans born between 1965 and 1980 are approaching what should be their peak income years, and many of them have actively contributed to workplace retirement plans, IRAs, and investment accounts. At…

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