Retirement Planning

Retirement planning is figuring out how much money you will need to have saved up when you retire so that you can live comfortably. It involves estimating how long you will live and how much money you will need each year to cover your expenses.

Learn more about retirement planning from our financial advisors below.

October 14, 2021

/ Presented By

/ Edited By

“Transitioning from saver to spender can be a disconcerting shift for many seniors. A more systematic approach to spend-down can help.” Robert Cannon Transitioning from being a saver in the. . .

October 14, 2021

/ Presented By

/ Edited By

It’s more or less a given that the asset allocation of a person’s retirement portfolio should evolve as they age. Many advisors use the glide path formula to achieve the. . .

October 11, 2021

/ Presented By

/ Edited By

One retirement goal is to live worry and stress free. A safe retirement option can help you achieve that goal.. . .
October 7, 2021

/ Presented By

/ Edited By

Every night on the nightly news, it seems there is bad news about retirement plans, especially 401(k)s. The US Department of Labor has established new rules about the fees, disclosures,. . .

October 7, 2021

/ Presented By

/ Edited By

“Deferred income annuities have a proven track record of helping seniors guard against longevity risk in retirement. A DIA allows you to create a stream of predictable, tax-advantaged income that. . .

October 7, 2021

/ Presented By

/ Edited By

In 1994, amateur economist and investment manager William P. Bengen wrote his famous thesis about withdrawal rates from accumulated funds in calculating retirement income. Here is the link:retailinvestor.org Over the. . .

October 7, 2021

/ Presented By

/ Edited By

For several years I worked as a volunteer for the local food bank. It supplied those in need with weekly baskets of food and other necessities of life. It was. . .

October 7, 2021

/ Presented By

/ Edited By

A recent report about retirement confidence from the Employee Benefit Research Institute found widespread concern over the future, the future in retirement income, the future of social security, and the. . .

October 7, 2021

/ Presented By

/ Edited By

As we age, safety, security, and guarantees become more and more important. Having an income that will last a lifetime and ensuring that dignity is part of our existence is. . .
September 25, 2021

/ Presented By

/ Edited By

“If you’re approaching retirement and have a low risk tolerance, a capital preservation strategy may be your best option.”- Jeff Kennedy People who are approaching retirement or are already retired. . .

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

Archives