Retirement Checklist

A Retirement Checklist for Baby Boomers

Share List You’ve spent the past few decades building a career and raising a family. Along the way, you may have accumulated a substantial number of assets. Now retirement is quickly approaching, and you’re wondering if you’re as prepared as you need to be. Many baby boomers measure their preparedness in terms of assets. They’re […]

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Retirement Catch up Strategies

Your 3-Step Retirement Catch-Up Plan

Share List A recent study from the Economic Policy Institute found that many Americans are behind on their retirement savings. According to the study, the average family between the ages of 44 and 49 has only $81,437 saved for retirement. That number is $124,831 for those between ages 50 and 55 and $163,577 between ages […]

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Annuity Questions

4 Common Questions About Annuities and Retirement Planning

Share List If you are approaching retirement, you may be researching various investment tools and vehicles that could help you fund your lifestyle and living expenses. In your research, you have probably read or heard about annuities as popular retirement income vehicles. An annuity may be an effective retirement planning tool for you. However, they’re […]

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Confident in Retirement Income

How an Annuity Can Boost Your Financial Confidence in Retirement

Share List Do you feel good about your financial picture as you approach retirement? If you’re like many Americans, you may have doubts. According to a 2016 study from the Employee Benefit Research Institute, only 21 percent of Americans say they’re “very confident” that they will have enough money to live comfortably through their retirement […]

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Deferred Annuity Questions

Deferred Annuities: Answers to Your Questions

Share List Are you in the process of preparing for retirement? If so, you may be exploring the various financial tools available to help you manage your assets and income after you retire. From IRAs to insurance to investment products, you have a broad range of tools and products at your disposal. An annuity is […]

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