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See Why You Need Life Insurance

Everyone deserves a secure financial future—and that's why life insurance is so important. Whether you're just starting out or you're gettin

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

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

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.

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

Protecting Your Business from the Loss of a Key Person

Though business owners cannot protect themselves from the unexpected and sudden loss of a key employee, they may be able to protect themselv

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

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

Retirement Tips For Empty Nesters and Retirees

With the children now out of the house, financial priorities become more focused on preparing for retirement. At this stage, you may very li

Helpful Retirement Strategies for Women

Preparing for retirement can look a little different for women than it does for men. Although stereotypes are changing, women are still more

9 Facts About Retirement

Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time t

Personal Finance Tips for Military Families

While the financial situation of military personnel and their families mirrors the general population in many respects, heavy indebtedness a

9 Facts About Social Security

Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do y