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Seven US Pension Plans Warned They Will Run Out of Money By 2028.
Reducing your exposure to volatile markets and locking in some income guarantees may help you feel more confident about staying on track....

Divorced? What you need to know about your Social Security options
Starting a conversation with a financial professional can help you understand your benefits and filing options. If your earnings history....

Married? Know your Social Security benefit options and free report.
Spousal benefits can be complex, and decisions surrounding these benefits require careful thought and planning. It’s never too early to ....

Understanding Annuities | Get the Facts
Annuities can help build a more secure retirement. Watch the following video to learn more. Get a FREE annuity quote.

Need a Way to Manage Risk and Inflation in Your Retirement Portfolio?
Would It Be A Great Benefit To Never Lose Money Ever Again? If you own an IRA or 401(k), you absolutely need to look at the importance of ha

Protect Your Retirement 100% Tax and Penalty Free.
Consumers with a large IRA have a tax problem. If they don’t use it or leverage it, they will likely lose a significant portion to future ta

Term Life Insurance, Whole Life Insurance Life Insurance: What's the Difference?
When shopping around for a life insurance policy, you have many choices. From monthly low-cost term insurance, to more expensive but long-te

Cash Value Life Insurance A Safe Investment In Turbulent Times
In light of recent market challenges that have impacted the diversified investment portfolios we manage for our clients, many have asked how

Learn How To Make Smarter Choices About Retirement
Even if you consider yourself a conservative investor, remember that stocks historically have provided higher long-term total returns than c

Haven't Reached 59 and 1/2 Yet?
Add more certainty to your retirement savings with a fixed index annuity. Get an annuity quote today.

How Split Annuity Strategies Work
Using two funding methods lets an annuity holder receive dependable income now and simultaneously save for future needs as principle rebuild

Thinking About Early Retirement?
If you’ve built up a large balance in 401(k)s, rollover IRAs and other tax-deferred accounts it's possible to manage how much of you are tax

Can I use the money from my 401(k) or IRA to purchase an annuity?
Tax-protected retirement savings accounts, such as IRAs or 401(k) plans, can be directly rolled over into an annuity tax-free as long as you

Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession structure sooner rather than later. Let's take a look at

What Should I Do With My Old 401(k) or Employer Plan?
Your employer plan is typically your most valuable retirement asset, and how you handle it could have major financial implications now and

How To Reduce Social Security Taxes In Retirement
Combining taxable IRA and retirement plan income with Social Security income in the same year causes retirees’ effective tax rates to soar.

A Look at Whole Life Insurance
Whole life insurance is designed to remain in force for your whole life, as long as you remain current with your premiums.

Why Medicare Should Be Part of Your Retirement Strategy
Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.

Caring for Aging Parents
Whatever your relationship with your parent has been, this new phase of life will present challenges for both parties. By treating your pare


















