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Retirement and Annuity Advisor Jennifer Lang
- 2 days ago
- 1 min
COVID-19 Creating Retirement Related Risks by Jennifer Lang Financial Services.
Pandemic of 2020 has forced 33% of workers to take a loan and/or withdrawal from qualified retirement accounts. According to Jennifer Lan...
Retirement and Annuity Advisor Jennifer Lang
- Dec 23, 2020
- 5 min
Plan Now for a Potential Second-Round PPP Funding
The Bipartisan Emergency COVID Relief Act of 2020 has been summarized outlining $300 billion to the Small Business Administration. When p...
Retirement and Annuity Advisor Jennifer Lang
- Sep 24, 2020
- 2 min
The Tax Risk of Inheriting IRA Assets
The greatest wealth transfer in history will continue to unfold over the next 25 years, as Boomer households pass assets to their children a
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 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 19, 2020
- 4 min
6 Ways to Help You Weather Market Volatility
After we enjoyed the sweet ride of an 11-year bull market, market volatility is back in style now. Where things will go from here is anyone'
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 18, 2020
- 3 min
Which Is More Valuable, A Lump Sum Or Pension Annuity For Life?
Is a lump sum offer from an employer a better choice than a pension annuity for life? The former provides an immediate up-front amount (say
Retirement and Annuity Advisor Jennifer Lang
- Aug 18, 2020
- 3 min
Do You Have Enough To Retire?
Retirement isn't that complicated. You either save enough -- or you come up short. But answering the question "do I have enough money to ret
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 15, 2020
- 4 min
When It's Time to Move Your Portfolio from Growth to Income
Here are five steps to take in order to help you make the transition.
Retirement and Annuity Advisor Jennifer Lang
- Aug 11, 2020
- 3 min
Rebalancing Your Portfolio
Smart investors take the time to separate emotion from fact. When deciding how to allocate investments, many start by taking into account th
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
- 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