Blog
5 Ways to Help Make Tax Time Easier
Tax time is almost here again. Are you one of those filers who wait until the last minute? You’re not alone. Unfortunately, procrastination can be costly, especially in retirement when every dollar count. If you wait, you may rush and that may cause you to miss...
How to Plan for Retirement as a Married Couple
As a married couple, your life is often marked by milestones. There’s the day you met and the day you married. You buy a house and perhaps welcome children. You celebrate anniversaries and birthdays and advances in your careers. And then there’s the ultimate milestone...
New to Retirement? Tips for an Easy Transition
Retirement is supposed to be a joyous occasion. After all, this is the time when you get to leave the constraints of a busy career behind. You’re free to set your own schedule and spend your time as you wish. There’s no boss to report to. No clients to manage. No big...
What Does the SECURE Act Mean for Your Retirement?
The government passed a year-end spending bill in December, and it included one piece of legislation that could have a big impact on retirees. It’s called the SECURE Act. The bill’s name is an acronym for Setting Every Community Up for Retirement Enhancement. The...
How to Use Life Insurance to Support Your Favorite Charity
It’s the giving season. Are you planning to make a donation to your favorite charity this holiday season? If so, you have company. More than 60% of Americans make some type of charitable donation in the last two weeks of the year. The post popular charities are...
What Should You Change in 2020?
It’s hard to believe we’re already nearing the end of 2019. This year has flown by and 2020 is almost upon us. If you’re like many people, you use the end of the year to evaluate the past and make resolutions for the future. Your financial strategy might be included...
4 Reasons to Be Thankful for Your Life Insurance Policy This Year
What are you most thankful for this Thanksgiving? Time spent with family and friends? Good health? Perhaps a positive career development? This is the season to reflect on the past year and appreciate all of life’s good fortune. You probably have a number of blessings...
What Are More Popular Than Ever? Annuities.
More Americans than ever are including annuities in their retirement planning. According to the Limra Secure Retirement Institute, there were more than $132 billion in fixed annuity purchases in 2018. That’s a 25 percent increase over the previous year and an all-time...
Scared of Potential Retirement Risks? How One Strategy Can Help
It’s the scariest time of year. Halloween is here again. It’s time to stock up on candy, carve your pumpkin, and find the perfect costume. This may be the season for ghouls and goblins, but there could also be terror lurking in your retirement strategy. More than 50%...