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.

June 4, 2021

/ Presented By

/ Edited By

“You cannot avoid paying taxes on an inherited annuity, but there are several things you can do to defer the pain.” Joe Uppleger While inheriting an annuity from a loved. . .

Most people can get the money they need for retirement without gambling heavily on equities, they just don’t know where to look. I’m in the business of helping Baby Boomers. . .
June 2, 2021

/ Presented By

/ Edited By

“Annuities are among the most misunderstood retirement and income products on the market. Even some agents who sell annuities don’t truly understand them or their power to transform your retirement.”. . .

“You spent a long time locating the perfect financial advisor. But, are you prepared for the day when that advisor can no longer assist you with your retirement portfolio?”- John. . .

June 1, 2021

/ Presented By

/ Edited By

“There is a massive disconnect between how much money people think they’ll need in retirement and their actual expenses once they no longer work.”   Steve Kerby Retirement marketing tends to. . .

May 25, 2021

/ Presented By

/ Edited By

“Although deflation is historically a less common occurrence than inflation and tends to be less erosive to retiree wealth, those who still have a few years before retiring should take. . .

You’ve likely heard of the 4% rule. William Bengen came up with it as he tried to answer the two most common questions his clients asked him. Those questions were:. . .

May 24, 2021

/ Presented By

/ Edited By

“Conventional financial wisdom says people should only purchase annuities shortly after they retire, around ages 65-75. But, conventional wisdom may not be right for everyone.”- Ed Hochard In general, people. . .

May 24, 2021

/ Presented By

/ Edited By

“The main reason for rebalancing a retirement portfolio should be risk management. Other rationales for rebalancing can come with costs, but no guaranteed tangible benefits.” Robert Cannon Retirement and income. . .

Many retirees today purchase cash dividend stocks as another source of income during their retirement.  While there are several positive attributes of cash dividends, they all carry a risk….and uncontrollable. . .

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