How to Eliminate Market Recovery Using an IUL

Indexed Universal Life offers a guaranteed income-tax-free death benefit and can protect a portion of retirement income and assets from mark

Benefits of Annuities During a Recession.

Annuities come in all sorts of flavors, but the two primary flavors are fixed annuities and variable annuities. One type of fixed annuity, t

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

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

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

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 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

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'

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

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

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

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