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What Questions You Should Ask Before Purchasing a Fixed Indexed Annuity?

What should you do before sinking your hard earned money into one of the hottest investments around, fixed indexed annuities (FIAs)? First, get some background information on FIAs by doing some research. You should understand any financial product before plunking a portion of your retirement savings into it. Armed with that knowledge, here are six  Click to Continue

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What’s New For Retirement Accounts?

What’s new for retirement accounts? The new product is called a qualified longevity annuity contract (QLAC). What is a qualified longevity annuity contract (QLAC)? It’s a special deferred income annuity (DIA) for creating income inside a retirement account. DIAs are quite popular products. New IRS regulations may make DIAs even more popular by introducing this  Click to Continue

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How Do You Define Retirement?

How do you define retirement? To pullback, to evacuate, to retreat, to withdraw: These definitions fail to accurately describe modern retirement. Rather than the ending of a long career, retirement now is mostly about change. Many Baby Boomers will continue to work, but in jobs with more purpose and more meaning. One in seven middle-aged  Click to Continue

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Find out What is Keeping Retirees up at Night…

The biggest retirement fears in 2014 We came across some interesting retirement stats and trends in the most recent editions of the Retirement Advisor and InsuranceNewsNet magazine that we had to share. Everything from the top 5 retirement concerns that are keeping baby boomers, retirees, and seniors up at night, to staggering health care costs,  Click to Continue

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Top 7 Retirement Planning Risks Many People Overlook

There are 7 retirement planning risks that many people (including some financial advisors) either forget or dismiss. However, they certainly need to be assessed and considered when you’re formulating your retirement plan. The video below digs into each of the following top retirement planning risks: Longevity Risk Frailty Risk Forced Retirement Risk Loss of Spouse  Click to Continue

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Retirement Is Like 30 Years of Unemployment

The word “retirement” is often associated with spending time with family, out at the golf course, or on the water fishing. One word that rarely comes up is “unemployment”. However, this “retirement is like long term unemployment” analogy is something that many people need to consider because sound financial planning is essential to achieve the  Click to Continue

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