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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

Pension and life insurance companies are reporting a major up tick and demand for fixed term annuities since the coronavirus outbreak starte

Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes

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

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

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

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

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

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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

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As an investor, getting through a correction means having the poise to ride out short-term volatility. Here’s a quick refresher: a correctio

In the face of the market downturn after the COVID-19 outbreak, you may be in a unique financial situation. The COVID-19 pandemic has shaken

The CARES Act waives the 10% early withdrawal penalties on 401(k) plans, giving some account owners up to three years to replace what they t

Deferred annuities may offer protection of your principal. Fixed deferred annuities guarantee your principal and a minimum rate of interest