Are you holding your breath starting to worry about the market again? Fortunately, you can build a diversified portfolio with principal protection in a way that distributes risk and prepares your retirement savings for growth in a variety of economic environments. If...

This week’s article tells us that affluent Americans are rushing to retire in a new ‘Life-Is-Short’ Mindset. “The unprecedented surge in shares and home values during an economic crisis is easing the retirement path for those who have savings”, yet, even if we now...

Commentary: According to a Gallup poll, 85% of investors “strongly agree that it’s important to have a guaranteed income stream in retirement to supplement Social Security.” At the same time, “61% strongly or somewhat agree they are willing to give up access to some...

As a reminder when you are considering where you can place your hard earned savings to generate a guaranteed income, remember that FIAs are insurance products that can guarantee income over a period of time — even over a lifetime. Unlike a 401(k), the insurance...

Now that we are starting to emerge with no masks, we see that “COVID-19 has accelerated many of the trends that were already challenging the outdated study-work-retire model, as individuals and families, financial services institutions, and policymakers grapple with...

We’re often asked what kind of information is needed to determine if you are successfully targeting what you need for a secure retirement. Use the retirement calculator in today’s article to create your retirement plan. “View your retirement savings balance and...

This week’s article offers up a good recap to the changes in the tax laws that have come into play for the first time with 2020 returns whose filing deadline is now May 17, and also changes that acknowledge that COVID impacted the finances of many of us. You might...

Did you hear? A major insurance carrier is offering a larger than ever BONUS on one of its products that they previously told you about. It’s too good, and only offered for a limited time, to risk not knowing about it. Call us so we can provide you with all of the...

Retirees sometimes get to the point where, as the saying goes “it is what it is” and there “is” only so much money in their retirement savings account, and it won’t or can’t get any bigger. So then the question becomes what can be done with that savings to last...

If you are a small business owner, this week’s article might be of interest to you. It mentions that “the 401(k) has become the go-to retirement plan for many Americans and continues to gain traction. The flexibility, tax savings and scale of 401(k) plans have made it...