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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...

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

As you approach retirement, consider how much risk you're willing to take. An annuity can help protect your principle from market loss. Over

Coming off your year-end scramble to make sure your RMDs were done in time? If so, start the new year off right - shield up to 25% of your