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Understanding Annuities | Get the Facts

Annuities can help build a more secure retirement. Watch the following video to learn more. Get a FREE annuity quote.

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

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

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

Understanding Long-Term Care

When it comes to addressing your long-term care needs, many look to select a strategy that may help them protect assets, preserve dignity...

The Limitations of Medicare and Medicaid

More than 75% of family caregivers incur thousands of dollars in chronic illness out-of-pocket expenses.

The Investment Risk No One’s Ever Heard Of

As an investor, you face another, lesser-known risk for which the market does not compensate you, nor can it be easily reduced through diver

TIPS for Inflation

Unlike conventional U.S. Treasury bonds, the principal amount of Treasury Inflation-Protected Securities, or “TIPS,” is adjusted when there

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

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

Historical Lessons To Learn From

When the economy is tooling along and we find ourselves facing only an occasional hiccup in our money matters that falls short of expectatio

Will your retirement money last as long as you do?

If you worry that your money won't last your entire retirement, you're not alone. As of 2017, the average 65‑year‑old man can expect to live