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When we are ready to retire we must convert the growth of our savings and investments into a source of regular and reliable income, an incom

Over a 30-year period, uncertainties may evaporate or resolve themselves, but new ones historically have emerged. The uncertainties we face

How you choose to live in retirement may be an additional factor to consider when building your portfolio. Most portfolios are constructed b

Social Security is a critical component of the retirement financial strategy for many Americans, so before you begin taking it, you should c

Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don’t know that there ar

Looking at their recent track records doesn’t do much to settle the debate. Over the past decade, as a whole, value stocks have not performe

Women have unique financial needs. This eBook serves to help women with tips and guidance to maximize growth and protect retirement capital.

Next to “When should I claim Social Security benefits?”, one of the more common questions people have is “How much will I receive?” Calculat

Before you add an annuity to your income strategy, it’s prudent to understand what an annuity does and what it doesn’t do. Essentially, annu

Knowledgeable investors are aware that investing in the capital markets presents any number of risks, including interest rate risk, company

You’re young, have little in savings, and might not have anyone relying on you, financially. So, why do you need to think about estate manag

Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing

When interest rates reach historic lows, some investors turn to dividend-yielding stocks when in search of income-generating investments. Wh

At first blush, the idea of a bond that doesn’t pay interest seems oxymoronic. After all, isn’t a bond a debt instrument that pays periodic

TheSECURE Actwas passed into law in late 2019 and changed several aspects of retirement investing. These modifications included modifying th

Whether it’s sports, music, or politics, life holds any number of “great debates”– debates that never seem to reach a conclusion. In investm

Get an IUL Quote Today | By investing wisely, you can help tackle the financial obstacles of funding their higher education....

Retirement may look a little different for women, but with the right strategies – and support – you’ll be able to live the retirement you’ve

Understanding credits and deductions is a critical building block to making the tax code work for you. By April 19, 2019, 137million taxpaye

The COVID-19 outbreak has put tremendous pressure on stock prices, prompting some investors to blindly and indiscriminately sell positions a