News

15
Jun

3 Ways to Prepare Your Dad for Retirement this Father’s Day

3 Ways to Prepare Your Dad for Retirement this Father’s Day Although most people know it’s never too early to start planning for retirement, many Americans aren’t truly prepared, and there are many supporting statistics from the Indexed Annuity Leadership Council’s (IALC) data: One in four baby boomers (think: your dad) have less than $5,000 saved for retirement More than 40

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15
Jun

Rebalancing Frequency

Rebalancing Frequency Almost everyone agrees that rebalancing your portfolio is one of the keys to having a successful investment outcome. We know that your asset allocation determines how your portfolio will perform. Successful investors spend a lot of time determining what they want to include in their portfolios, and how they want to spread out their assets. Once you put

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14
Jun

Getting Married? Two Questions You Need to Ask Your Partner (but Probably Haven’t)

Getting Married? Two Questions You Need to Ask Your Partner (but Probably Haven’t) Getting married is a big leap. And you may be in the midst of a whole lot of planning—from when and where to have the wedding to whom to invite. But planning the wedding and honeymoon is just the start of your life together. As you start

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11
Jun

Test Your #AnnuityAwareness This June

Test Your #AnnuityAwareness This June June is National Annuity Awareness Month. This means it is a great time to spread your #AnnuityAwareness. You can start by educating yourself on fixed indexed annuities (FIAs) and all the benefits of this retirement vehicle. FIAs are becoming more mainstream in retirement planning. In fact, our new data on the state of America’s workforce found pre-retirees

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8
Jun

Preparing for Retirement When You’re Starting Late

Preparing for Retirement When You’re Starting Late Everyone knows that you’re supposed to start saving for retirement early, but that doesn’t always happen. In fact, if you look at the numbers, it’s actually pretty rare. Most people are woefully unprepared for retirement, but you can change that. Preparing for retirement is a lot like planting a tree. The best time

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5
Jun

Wealthy vs Financial Fit. Here’s the Difference and Why It Matters

Wealthy vs Financial Fit. Here’s the Difference and Why It Matters People can be wealthy without being financially fit, meaning they can have a lot of assets or money tied up in assets, but those assets aren’t “liquid.” Let me explain. Say you have a house that has escalated in value in the real estate market. You may have this

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1
Jun

Mid-Year Financial Check Up

Mid-Year Financial Check Up Happy Half Year! Time flies and first 6 months of 2018 are already here and gone! With the second half of the year fast approaching, it’s important to know how your finances are stacking up compared to your goals when the year began. What better way to that then to check out these quick tips for

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1
Jun

The Importance of Your Savings Rate

The Importance of Your Savings Rate How much you save for retirement goes a long way to determining how much you can spend in retirement. The more you save while you’re working, all else equal, the more you can spend in retirement. It sounds straight forward, but it seems to be something that many people forget, or at the very

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25
May

Should You Own Bonds in a Rising Rate Environment?

Should You Own Bonds in a Rising Rate Environment? Most people don’t think too much about their bonds. They really are the boring foundation for your portfolio. However, occasionally they spring to the surface, and this is one of those times. Lately, a number of people have been wondering why they should be investing in bonds, since we’re obviously in

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21
May

Three Common Mistakes to Avoid At Any Age When Saving For Retirement

Three Common Mistakes to Avoid At Any Age When Saving For Retirement This May we are celebrating Older Americans Month and the 2018 theme of Engage at Every Age teaches us that age is not a factor when it comes to taking part in activities to enrich one’s emotional, mental, and physical well-being. One activity that is key for promoting

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