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Learn How To Make Smarter Choices About Retirement

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

Haven't Reached 59 and 1/2 Yet?

Add more certainty to your retirement savings with a fixed index annuity. Get an annuity quote today.

How Split Annuity Strategies Work

Using two funding methods lets an annuity holder receive dependable income now and simultaneously save for future needs as principle rebuild

Thinking About Early Retirement?

If you’ve built up a large balance in 401(k)s, rollover IRAs and other tax-deferred accounts it's possible to manage how much of you are tax

The Anatomy of an Index

Did you know that more than $11.2 trillion in assets are benchmarked to the Standard & Poor’s 500 Composite Index, including $4.6 trillion

Investment Challenges of the Affluent Investor

High net worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of inv

What Should I Do With My Old 401(k) or Employer Plan?

Your employer plan is typically your most valuable retirement asset, and how you handle it could have major financial implications now and

How To Reduce Social Security Taxes In Retirement

Combining taxable IRA and retirement plan income with Social Security income in the same year causes retirees’ effective tax rates to soar.

What is an Annuity Illustration?

The purpose of the annuity illustration is to provide you with detailed information about the annuity’s likely performance over time. So it

How To Roll Your IRA, 401k or 403b Into an Annuity

Retirees face a slew of risks in their golden years. The most common among them are outliving their savings, high medical bills not covered

Why Medicare Should Be Part of Your Retirement Strategy

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.

Caring for Aging Parents

Whatever your relationship with your parent has been, this new phase of life will present challenges for both parties. By treating your pare

The A, B, C, & D of Medicare

Many pre-retirees are frequently warned that Medicare will only cover a maximum of 100 days of nursing home care (provided certain condition

The Basics of Medicare

Medicare is the federal government program that provides health care coverage (health insurance) if you are 65+, under 65 and receiving Soci

Healthcare Costs in Retirement

A retired household faces three types of health care expenses. The premiums for Medicare Part B (which covers physician and outpatient servi

How Delaying Social Security Pays Off

Combining taxable IRA and retirement plan income with Social Security income in the same year triggers the torpedo, causing retirees’ effect

How Medicaid Compliant Annuities Work.

Retirees facing the prospect of depleting their retirement savings to pay for long-term care, consider whether a Medicaid Compliant Annuity