Pandemic of 2020 has forced 33% of workers to take a loan and/or withdrawal from qualified retirement accounts. According to Jennifer...
At retirement, our growth investment plans become income investment plans. What happens when a growth plan becomes an income plan? Split Ann
As a postal or federal employee, you have high-quality federal benefits. In time, they will play directly into your retirement, whether you
When the economy is tooling along and we find ourselves facing only an occasional hiccup in our money matters that falls short of expectatio
If you worry that your money won't last your entire retirement, you're not alone. As of 2017, the average 65‑year‑old man can expect to live
Investment planning is different from retirement planning and as retirement age Americans sit helplessly waiting for a cure to COVID-19, ret
Does the prospect of saving for retirement seem more daunting than ever? You may be concerned with market losses, the risk of outliving your
If you have accumulated significant cash value within a permanent life insurance policy congratulations. You're planning and decision to...
The 2008 financial crisis caught retiring Americans off guard. This catastrophic financial event wiped out big chunks of America’s...
Market downturns aren’t the only factor which can drain retirement funds. Events such as emergency medical situations or unexpected personal
If you are among the rare few with a retirement pension, congratulations! You have a benefit that is becoming increasingly rare.
One type of IUL insurance product is designed to offer growth and income potential. This type of robust solution may be most attractive to
The sky is falling! ......Okay maybe not, but the Coronavirus is looking like the sort of unexpected, black swan event that scrambles all...
In the last decade, we had two major market crashes. Understandably, many working professionals worry about the long-term safety of their ..
It's simple..... Annuities are NOT for Investors.  Annuities are for Savers. Comparing annuities to stocks and mutual funds, is like compari
Imagine you are driving to work one day and daydreaming about all the things you will do when you retire. But when you walk into the office,
As a small business owner or an entrepreneur, you are used to taking the lead. But there is one frontier you may still need to master… the
Many retirees get an unpleasant surprise after turning 65 and signing up Medicare. It doesn't provide complete coverage of health care costs
More than 9 out of 10 current retirees rely at least in part on Social Security benefits to fund their retirement income. The maximum
While many private-sector workers build their nest eggs through 401(k) plans, federal employees and members of the uniformed services have