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When It's Time to Move Your Portfolio from Growth to Income
Here are five steps to take in order to help you make the transition.

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

Roth IRA vs. Life Insurance
Why are 401(k) plans, annuities, and IRAs so popular? It’s important to understand the differences between a Roth IRA and life insurance. In

Annuity | How Can Guarantees Help You in Your Retirement Plan?
Learn How Annuities Can Protect Your Retirement Savings & Give You Guaranteed Monthly Income For Life. Better Understand The Power of Annuit

A Primer on Irrevocable Life Insurance Trusts
The irrevocable life insurance trust (ILIT) can be an important estate strategy tool that may accomplish a number of estate objectives; howe

How to Plan for Retirement Uncertainties
The uncertainties we face in retirement can erode our sense of confidence, potentially undermining our outlook during those years. Indeed, a

How Will Working Affect Social Security Benefits?
In a recent survey, 74% of current workers stated they plan to work for pay after retiring.1 And that possibility raises an interesting ques

4 steps every woman can take to help prepare for retirement
Many men and women approach money management and financial wellness differently and this difference often extends to planning for retirement

A Policy to Protect Your Assets, Income and Legacy
All of us would love to pass on a decent-sized legacy to our heirs. But too many estates are all but entirely consumed by the high costs of

Amid COVID Crisis, Many Savers Eye Fixed-Term Annuities
Pension and life insurance companies are reporting a major up tick and demand for fixed term annuities since the coronavirus outbreak starte

Social Security is Dipping Into Its Reserves Faster Due to Coronavirus
For the past few decades, people have been living longer than what Social Security was designed to pay out for. Millions of new retirees are

How Full Retirement Age Affects Social Security
As you gear up for crucial retirement decisions such as Social Security, you may have heard of “full retirement age.”The Social Security Adm

Options to Long Term Care Insurance That Can Save You Thousands (Video)
This new personal finance series will save you thousands. What if you could get a huge deposit into your income account, have it grow at a g

How an Annuity Laddering Strategy Works in Retirement Planning
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

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

Does Your Portfolio Fit Your Retirement Lifestyle?
How you choose to live in retirement may be an additional factor to consider when building your portfolio. Most portfolios are constructed b

Three Key Questions to Answer Before Taking Social Security
Social Security is a critical component of the retirement financial strategy for many Americans, so before you begin taking it, you should c

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

Jennifer Lang Financial Services Launches New eBook to Tackle the Financial Planning Issues of Women
Women have unique financial needs. This eBook serves to help women with tips and guidance to maximize growth and protect retirement capital.



















