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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

IRA Withdrawals that Escape the 10% Tax Penalty

The reason withdrawals from an Traditional Individual Retirement Account (IRA) prior to age 59½ are generally subject to a 10% tax penalty i

The Business Cycle

What has upswings and downturns, troughs, peaks, and plateaus? Though such terms could easily describe a roller coaster ride, they are also

Countdown to College

As a parent, of course you want to give your child the best opportunity for success, and for many, attending the “right” university or colle

Eight Mistakes That Can Upend Your Retirement

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

What Is an Annuity?

Individuals hold about $2.2 trillion in annuity contracts; a tidy sum considering an estimated $9.2 trillion is held in all types of IRAs.1

Insuring Your Business With a Buy/Sell Agreement

Life insurance is designed to help protect a household from the financial hardships that may follow the untimely death of a primary wage ear

Global vs. International: What’s The Difference?

With international stock markets comprising about 45.5 percent of the world’s capitalization, a broad range of investment opportunities exis

All Muni Bonds Are Not Created Equal

The city of Detroit emerged from bankruptcy in 2014. Still, its previous inability to pay investors left some questioning their long-held as

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

Protecting Your Business from the Loss of a Key Person

When considering the coverage amount the business owner should first calculate the financial impact of the loss of a key person. Charles de

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

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