Retirement

Retirement

Contributors Featured Retirement

A 10-Year Checklist For Retirement Planning

Are you ready to retire? By 2030, one out of five Americans will be retirement age. Every Baby Boomer will be over 65, and the vanguard of Generation X ...
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Contributors Featured Income Retirement Social Security Taxes

A New Bill Aims to Fix Social Security by Eliminating Taxes on Benefits

Asmall group of lawmakers wants to eliminate taxes on Social Security benefits as part of a proposal they claim could help fund the flagging program. Rep. Angie Craig, ...
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Annuities Contributors Featured Income News Retirement

How a Fixed Index Annuity Can Manage Retirement Income Risks

Good retirement income planning involves adjusting to circumstances and evaluating innovative products. Consider an FIA to manage downside risk. Just like other types of annuities, you purchase an FIA ...
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Advisors Contributors Featured Retirement Uncategorized

Is it worth paying a financial advisor to prepare for retirement planning?

The road to retirement is full of twists and turns. You might think you’re on the right path, but life can throw unexpected obstacles in your way that ...
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Annuities Contributors Featured Income Retirement

Retired or Nearly Retired? 2024 Is the Time to Focus on Risk Reduction

The future ain’t what it used to be,” the inimitable Yogi Berra once said. Yogi knew the future is unpredictable. No one in 2019 could have predicted a ...
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Annuities Contributors Featured News Retirement

With Interest Rates Near Their Peak, Fixed Index Annuities Are Worth A Closer Look

If you’re like many people who’ve focused on the negative impact of higher interest rates after shopping for a car or home equity loan, it’s time to look on ...
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Contributors Featured Lifestyle Money Retirement

Five 2023 Financial Events and the Timeless Lessons They Reinforced

BY EVAN T. BEACH, CFP®, AWMA® PUBLISHED 2 DAYS AGO Coming into 2023, a lot of very smart people made a lot of very scary predictions about the economy and ...
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Featured Money Retirement

Interest Rates Are Going to Stay Higher. 3 Ways to Benefit in Retirement.

There’s plenty of uncertainty in the markets as the Federal Reserve looks to end the most aggressive interest-rate hiking cycle in decades. But one thing seems clear: We’re ...
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Contributors Featured Income Social Security

Social Security – Beware The Annual Earnings Limitation

The earliest most people can apply for Social Security benefits is 62. You can apply for survivor benefits at age 60 and not married. Whenever you apply for ...
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Contributors Featured Income Retirement

Retirement Planning in a Time of Inflation and High Interest Rates

Retirement planning can be a complex puzzle to solve, with multiple pieces that need to align for a comfortable retirement. In recent times, two significant factors have emerged ...
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