When is the right time to buy an annuity?
It often depends on the goal you are trying to achieve.
Insurance, Annuities, and Investments
Blog Listing
How to catch-up on retirement savings at age 50 or older
Retirement savings catch-up contributions are available for various savings plans.
Tips to help maximize your retirement income
There are benefits to having a financial plan and being thoughtful in your retirement approach.
SEP or Simple: Which IRA is right for your business?
Both the SEP and SIMPLE IRA plans allow you to make contributions to your employees' retirement.
Top wellness benefits for employees
Employer-offered programs that aim to keep employees healthy and happy.
No desire 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.
Entering the 'wealth transfer zone'
What pre-retirees need to know to protect their assets and interests.
Hispanics face greater retirement risks
Latinos live longer and, statistically, have less saved for retirement.
Estate planning: Learning from the famous
A prominent actor or musician dying without a will? Beware of their example.
Three ways to pay for long-term care
Home health aides, assisted living, or nursing homes can be a major expense.
Investing for retirement
Following these time-tested investment principles may get you from the present to retirement.
Selling your business: Planning for the proceeds
After selling your business, you need a strategy to convert proceeds into sources of retirement income.
Where you retire & your wallet: The varying cost of long-term care
Try to strike a balance between quality of care and your optimal retirement lifestyle.
Your ultimate retirement planning guide
Retirement is a journey that should start early with steady navigation. Have a road map.
The ideal retirement portfolio withdrawal rate
Stretching your retirement withdrawal rate to help ensure that your money lasts as long as you do.
6 people who dismiss long-term care insurance, but maybe shouldn’t
Depending on their financial picture, certain groups of people could potentially gain from LTC coverage.
Taxes and retirement: 5 planning tips
Be strategic to lower your tax bill in retirement.
Planning for diminished mental capacity as you age
To retain control of your options as you get older, make plans and formalize key documents ahead of time.
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