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Types of Annuities and How they Work

By National News
September 10, 2021
The Main Types of Annuities Generally speaking, there are two basic annuity types, immediate and deferred. The main difference between them is your payout options. With an immediate ...
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Featured Income Retirement

Fill Your Retirement Income Gaps – and Then Some

By National News
September 3, 2021
When drawing up your retirement income plan, you need to be prepared to cover these three different income gaps. If you don’t, you’d better be ready to cut ...
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Featured Income Retirement Social Security Taxes

6 Things Many Americans Get Wrong About Social Security

By National News
August 27, 2021
Social Security is a significant source of income for many retirees, but people often misunderstand even basic concepts behind this government program. Nearly 90% of American adults say ...
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Featured Income Money Retirement

Retirement Planning Tip: Try A Six Month Drawdown Instead Of Monthly

By National News
August 6, 2021
We are creatures of habit, especially when it comes to finances. Even looking back at your first allowance, likely that you received it on a regularly scheduled day ...
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Featured Income Retirement Uncategorized

3 Strategies to Avoid Running Out of Money in Retirement

By National News
July 30, 2021
For a financially sustainable retirement that could last 30 years or more, here are three ways to help manage your risks and avoid financial roadblocks in your golden ...
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Income Money Retirement Taxes

Should I pay off my mortgage early?

By National News
April 30, 2021
There are a lot of factors to consider when deciding whether to pay your mortgage off early. Before making any financial decisions, make sure you step back and ...
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Featured Income Retirement

Helping Americans’ Retirement Plans Recover From COVID

By National News
April 16, 2021
Many Americans say it will take two or three years to repair pandemic damage to their retirement savings, due to job loss or emergency retirement withdrawals. Read more ...
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Income Retirement

The First Few Years of Retirement Can Make or Break Your Portfolio

By National News
April 9, 2021
Sequence-of-returns risk could undo years of careful planning. Here’s how that happens, and a couple of ways to help avoid it. Read more at Kiplinger ...
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Featured Income Retirement

Here’s Where The 4% Withdrawal Rate Fails

By National News
March 12, 2021
A 4% retirement asset withdrawal rate remains the standard for financial planning, but it doesn’t hold up against every scenario. “The results provided by our research and models ...
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Featured Income Lifestyle Retirement

Women lag behind men in saving for retirement. The Covid pandemic has made it worse

By National News
March 5, 2021
When it comes to retirement planning, women are saving less than men. The coronavirus pandemic is only making it worse. Nearly three-fourths, or 72%, of women with investable assets ...
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