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Investment Portfolios Head-To-Head With Recession Volatility
This FREE eBook focuses on 3 sections that will help you assess your current investment situation based on where you are: More than 10 years

Women Retirees Underestimate the Coming Long-Term Care Tsunami
According to a Genworth study, Americans are unprepared for the skyrocketing cost of long-term care, and expect the government to cover it.

The Investment Risk No One’s Ever Heard Of
As an investor, you face another, lesser-known risk for which the market does not compensate you, nor can it be easily reduced through diver

Don’t Be Your Own Worst Enemy
The innate wiring built to survive pre-modern times can be counterproductive in our modern world, especially when it comes to investing.

What is the Value of Your Business?
As a business owner, ascertaining the value of your business is important for a variety of reasons, including business succession, estate ta

All Muni Bonds Are Not Created Equal
Bonds used to support essential services, such as water or sewage, are also considered less risky. These services are normally unaffected by

TIPS for Inflation
Unlike conventional U.S. Treasury bonds, the principal amount of Treasury Inflation-Protected Securities, or “TIPS,” is adjusted when there

Choosing a Retirement Plan that Fits Your Business
If you have yet to develop a retirement plan for your business, or if you're not sure the plan you've chosen is the right one, here are some

Is a SEP-IRA Right for Your Business?
Is a SEP-IRA Right for Your Business? Not having a plan could be costing you. We have multiple ways to help businesses with 1 - 100

How to Eliminate Market Recovery Using an IUL
Indexed Universal Life offers a guaranteed income-tax-free death benefit and can protect a portion of retirement income and assets from mark

6 Retirement Questions Government Employees Should Be Asking
Government employees face unique financial planning considerations as they save for retirement and other goals. TSPs offer six different...

Benefits of Annuities During a Recession.
Annuities come in all sorts of flavors, but the two primary flavors are fixed annuities and variable annuities. One type of fixed annuity, t

How To Create A Steady Retirement Paycheck That Withstands Any Stock Market Condition
Annuities Grow In Popularity As Stock Market Volatility Creates a Retirement Savings Flight to Safety. Analysts say volatility in the stock

COVID-19 Creating Retirement Related Risks by Jennifer Lang Financial Services.
Pandemic of 2020 has forced 33% of workers to take a loan and/or withdrawal from qualified retirement accounts. According to Jennifer...

Plan Now for a Potential Second-Round PPP Funding
The Bipartisan Emergency COVID Relief Act of 2020 has been summarized outlining $300 billion to the Small Business Administration. When...

Retirees Pay More Taxes in Retirement Than Necessary | Annuity Strategies
At retirement, our growth investment plans become income investment plans. What happens when a growth plan becomes an income plan? Split Ann

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

Don't Panic: What You Need To Know For Your Life Insurance Medical Exam
I don’t know about you, but most people don’t like exams – either taking one or having one done to them. But there’s no need to panic over y

Historical Lessons To Learn From
When the economy is tooling along and we find ourselves facing only an occasional hiccup in our money matters that falls short of expectatio


















