Crazy stock markets? Count your financial eggs
Sudden market drops point up the value of long-term investing horizons and diversification.
Insurance, Annuities, and Investments
Blog Listing
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.
What benefits are employees looking for?
Gone are the days when an employer simply offers a 'one-size-fits-all' benefits package.
How to emotionally prepare for retirement with your spouse
Depression, lifestyle, and money are common sources of discord for married couples in retirement.
Income tax diversification defined
It makes sense to have financial assets that offer different types of income tax advantages.
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.
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.
Retirement rule changes: 3 things Congress is considering
Legislators are discussing adding more retirement timeline flexibility and new savings features.
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.
Knowing the value of your business
When it comes to putting a price on the business, too many owners decide to go it alone.
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.
Selling your business: Planning for the proceeds
After selling your business, you need a strategy to convert proceeds into sources of retirement income.
Social Security spousal and survivor benefits: Different and not equal
Survivor benefits differ from spousal benefits and require a careful strategy choice.
Previous Page Page 1 of 8 Next Page