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Pension and life insurance companies are reporting a major up tick and demand for fixed term annuities since the coronavirus outbreak starte

Savers in their 30s saw an average 13.8% drop in their retirement plans between Jan. 31 and March 31 of this year. The COVID-19 crisis has b

For the past few decades, people have been living longer than what Social Security was designed to pay out for. Millions of new retirees are

The reason withdrawals from an Traditional Individual Retirement Account (IRA) prior to age 59½ are generally subject to a 10% tax penalty i

Individuals hold about $2.2 trillion in annuity contracts; a tidy sum considering an estimated $9.2 trillion is held in all types of IRAs.1

As you gear up for crucial retirement decisions such as Social Security, you may have heard of “full retirement age.”The Social Security Adm

This new personal finance series will save you thousands. What if you could get a huge deposit into your income account, have it grow at a g

When we are ready to retire we must convert the growth of our savings and investments into a source of regular and reliable income, an incom

Over a 30-year period, uncertainties may evaporate or resolve themselves, but new ones historically have emerged. The uncertainties we face

How you choose to live in retirement may be an additional factor to consider when building your portfolio. Most portfolios are constructed b

Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don’t know that there ar

Even if you consider yourself a conservative investor, remember that stocks historically have provided higher long-term total returns than c

Looking at their recent track records doesn’t do much to settle the debate. Over the past decade, as a whole, value stocks have not performe

Women have unique financial needs. This eBook serves to help women with tips and guidance to maximize growth and protect retirement capital.

Next to “When should I claim Social Security benefits?”, one of the more common questions people have is “How much will I receive?” Calculat

Before you add an annuity to your income strategy, it’s prudent to understand what an annuity does and what it doesn’t do. Essentially, annu

Knowledgeable investors are aware that investing in the capital markets presents any number of risks, including interest rate risk, company

Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing

TheSECURE Actwas passed into law in late 2019 and changed several aspects of retirement investing. These modifications included modifying th

Whether it’s sports, music, or politics, life holds any number of “great debates”– debates that never seem to reach a conclusion. In investm