How to create an interest only retirement plan
A retirement funded by interest income alone needs sufficient savings and a plan to offset inflation.
Insurance, Annuities, and Investments
Blog Listing
Setting financial goals the 5-10-15-20 way. Goal #3: Retirement
Contributing to qualified retirement plans is just part of the equation.
Financially beneficial retirement activities and hobbies
Some provide personal fulfillment, connection, and physical activity while helping you earn extra income.
When is the right time to buy an annuity?
It often depends on the goal you are trying to achieve.
Tips to help maximize your retirement income
There are benefits to having a financial plan and being thoughtful in your retirement approach.
Never want to retire? Here’s how to plan
Those who intend to keep working as they age still need a retirement plan for themselves and their family.
How to emotionally prepare for retirement with your spouse
Depression, lifestyle, and money are common sources of discord for married couples in retirement.
The 2021 Medicare window for 2022: Things to remember
It can be confusing, but coverage decisions need to be made by December 7.
Entering the 'wealth transfer zone'
What pre-retirees need to know to protect their assets and financial interests.
Roth IRA conversions explained
Roths offer numerous tax advantages, but they’re not right the right fit for everyone.
What is estate planning and who needs it?
No matter how much or how little you have, an estate plan will help ease things for your loved ones.
Retirement planning for single seniors
Financial challenges include possibly higher costs for housing and health care.
Should you move to a 55-and-older community?
These communities can offer numerous amenities, but may have limits as you age.
The unexpected problems with early retirement
To achieve FIRE — financial independence, retire early — takes extra planning and determination.
Hispanics face greater retirement risks
Latinos live longer and, statistically, have less saved for retirement.
Retirement needs vs. RMD rules — and the QLAC
When longevity concerns bump up against drawdown rules, look at this special contract provision.
Is there potential for market growth and guaranteed income? Yes
Some annuities offer a rider that can switch a market-growth focus to guaranteed income.
Social Security spousal and survivor benefits: Different and not equal
Survivor benefits differ from spousal benefits and require a careful strategy choice.
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