Articles

July 10, 2024

/ Presented By

/ Edited By

Health Savings Accounts (HSAs) are not just for the working population; they also serve as a pivotal financial tool for retirees. With healthcare costs often becoming a significant expense post-retirement,. . .

July 10, 2024

/ Presented By

/ Edited By

In recent years, Roth IRAs have gained significant traction among young households, signaling a shift in retirement planning dynamics. This surge in Roth IRA holdings among the younger demographic may. . .

July 10, 2024

/ Presented By

/ Edited By

As we age, the chances of requiring help with everyday tasks rise considerably. This is where long-term care insurance (LTCI) becomes essential. For numerous individuals, long-term care (LTC) insurance might be unfamiliar,. . .

July 10, 2024

/ Presented By

/ Edited By

Planning for retirement is a crucial step in securing a comfortable and financially stable future. However, many people face the challenge of preparing for retirement on a limited budget. With. . .

June 27, 2024

/ Presented By

/ Edited By

As the tax deadline approaches, the rush to make last-minute retirement contributions becomes familiar. This annual ritual highlights a widespread financial pitfall: procrastination. Financial experts warn that putting off funding. . .

June 24, 2024

/ Presented By

/ Edited By

As retirement nears, many individuals feel unprepared and anxious about their financial future. The temptation to rationalize our lack of preparedness may be strong, offering temporary comfort but ultimately preventing. . .

June 24, 2024

/ Presented By

/ Edited By

Two critical phases stand out in the financial planning journey: retirement and estate planning. Each addresses distinct financial well-being and legacy aspects, yet they intertwine to form a comprehensive approach. . .

June 24, 2024

/ Presented By

/ Edited By

Many focus on accumulating assets and managing withdrawals from retirement accounts when planning for retirement. However, life insurance, often associated with the working years, plays a pivotal role even after. . .

June 21, 2024

/ Presented By

/ Edited By

Is $1 million truly enough to retire comfortably in 2024?  While this figure has long been considered a financial milestone, today’s retirement landscape demands a closer look at individual circumstances. . .

June 20, 2024

/ Presented By

/ Edited By

Disclaimer:  Below is basic information regarding possible tax liability, it is meant only as information.  Before making any final decision, please consult a licensed and authorized professional. Retirement is often. . .

View The Best Annuity Rates Available Now

Annuities are a safe and reliable investment. They can transform your savings into a more predictable income. Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life.

Our unique system of “Pooled and Shared” articles by our authors, our outside contributors, and writing assistants provides efficiency, enhanced collaboration, and greater topic accessibility. This allows for a better utilization of content and productivity while delivering meaningful content to our readers.

Content in our posted articles is deemed to be accurate but topics, facts and laws can change. It is always a good idea to verify facts before making decisions. Always seek authorized and professional advice regarding financial decisions which includes investing, annuity purchases, tax planning, changes in a financial portfolio and retirement planning.

Protect Your Retirement

Our 20th edition of The Safe Money Guide, the standard of the industry.

Guaranteed Income
For Life

Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life.

Recent Posts