Have you heard about fixed index annuities, but unsure what they are? Are they suitable for you? This guide helps you understand the advantages and costs of fixed index annuities, and how they compare to other annuities.
Looking to retire strong? Look no further than our Retirement Playbook, a quick guide that provides 9 key steps to help plan and act in your retirement planning.
Have you thought about the impact taxes could have on your retirement? Tax rates are bound to go up, and if you aren’t prepared, taxes could become your biggest expense in retirement.
From inflation to healthcare costs and a lack of adequate savings, potential retirees have a lot of problems to tackle. But there are steps you can take to fix this - and you can do it today!
What is long-term care? Do you think you will need it? If so, how long do you think you will need it? How much do you think it will cost you? How will you pay for it?
On December 20, 2019 President Trump signed into law a $1.4 trillion year-end spending bill into affect, which included the SECURE Act. This short paper covers some of the changes the SECURE Act brings.