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Retirement and Annuity Advisor Jennifer Lang
- Sep 23, 2020
- 4 min
Annuity Strategies
At retirement, our growth investment plans become income investment plans. What happens when a growth plan becomes an income plan? Split Ann
Retirement and Annuity Advisor Jennifer Lang
- Sep 18, 2020
- 6 min
Worried About Taxes Increasing? Here's a Solution.
Did you know it’s possible to retire in the zero percent tax bracket? You might be thinking, it’s too good to be true. But as long as you kn
Retirement and Annuity Advisor Jennifer Lang
- Sep 17, 2020
- 4 min
Tax Laws Have Changed. Here's a Way to Help Your Heirs.
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement
Retirement and Annuity Advisor Jennifer Lang
- Aug 25, 2020
- 8 min
Understanding Annuity Suitability
Are you under the age of 59 1/2? The Retirement Red Zone is defined as the 10 years before and the 10 years after retirement. It's a critica
Retirement and Annuity Advisor Jennifer Lang
- Aug 20, 2020
- 5 min
Retirement Planning Tips for Solo Agers
With record numbers of baby boomers retiring, many new trends are coming into the retirement landscape. Among boomers, there is one growing
Retirement and Annuity Advisor Jennifer Lang
- Aug 18, 2020
- 3 min
Cash Value Life Insurance A Safe Investment In Turbulent Times
In light of recent market challenges that have impacted the diversified investment portfolios we manage for our clients, many have asked how
Retirement and Annuity Advisor Jennifer Lang
- Aug 18, 2020
- 4 min
Fixed Index Annuities The “Swiss Army Knife” Of Retirement Planning
As a licensed fiduciary for over 15 years and spending most of that time with retirees, I’ve heard the same desires and concerns repeatedly:
Retirement and Annuity Advisor Jennifer Lang
- Aug 18, 2020
- 9 min
Baby Boomers And Their Parents Both Need Support
The holidays are a time for family gatherings, and it’s a good bet that at many of them, a couple of the adult “kids” huddled together and a
Retirement and Annuity Advisor Jennifer Lang
- Aug 17, 2020
- 4 min
Could Annuities Be Better Than Bonds for Lifetime Income?
If you asked a hundred financial advisors about what they use to construct retirement strategies, you would surely get as many opinions as t
Retirement and Annuity Advisor Jennifer Lang
- Aug 13, 2020
- 4 min
Common Retirement Mistakes Made by Federal Employees
As a postal or federal employee, you have high-quality federal benefits. In time, they will play directly into your retirement, whether you
Retirement and Annuity Advisor Jennifer Lang
- Aug 11, 2020
- 6 min
Roth IRA vs. Life Insurance
Why are 401(k) plans, annuities, and IRAs so popular? It’s important to understand the differences between a Roth IRA and life insurance. In
Retirement and Annuity Advisor Jennifer Lang
- Aug 10, 2020
- 4 min
How Living Benefits Can Help You in Retirement
Many people know about life insurance and how it may give financial protection. What about using life insurance in retirement? Just look onl
Retirement and Annuity Advisor Jennifer Lang
- Aug 1, 2020
- 5 min
Annuity | How Can Guarantees Help You in Your Retirement Plan?
Learn How Annuities Can Protect Your Retirement Savings & Give You Guaranteed Monthly Income For Life. Better Understand The Power of Annuit
Retirement and Annuity Advisor Jennifer Lang
- Jul 25, 2020
- 3 min
A Primer on Irrevocable Life Insurance Trusts
The irrevocable life insurance trust (ILIT) can be an important estate strategy tool that may accomplish a number of estate objectives; howe
Retirement and Annuity Advisor Jennifer Lang
- Jul 24, 2020
- 4 min
How to Plan for Retirement Uncertainties
The uncertainties we face in retirement can erode our sense of confidence, potentially undermining our outlook during those years. Indeed, a
Retirement and Annuity Advisor Jennifer Lang
- Jul 22, 2020
- 2 min
How Will Working Affect Social Security Benefits?
In a recent survey, 74% of current workers stated they plan to work for pay after retiring.1 And that possibility raises an interesting ques
Retirement and Annuity Advisor Jennifer Lang
- Jul 17, 2020
- 3 min
4 steps every woman can take to help prepare for retirement
Many men and women approach money management and financial wellness differently and this difference often extends to planning for retirement
Retirement and Annuity Advisor Jennifer Lang
- Jul 10, 2020
- 2 min
A Policy to Protect Your Assets, Income and Legacy
All of us would love to pass on a decent-sized legacy to our heirs. But too many estates are all but entirely consumed by the high costs of
Retirement and Annuity Advisor Jennifer Lang
- Jul 2, 2020
- 2 min
Amid COVID Crisis, Many Savers Eye Fixed-Term Annuities
Pension and life insurance companies are reporting a major up tick and demand for fixed term annuities since the coronavirus outbreak starte