Blog

How To Create a Social Security Bridge for Maximum Payout.
Market downturns aren’t the only factor which can drain retirement funds. Events such as emergency medical situations or unexpected personal

Ever Wonder Why "They Hate" Annuities
It's simple..... Annuities are NOT for Investors.  Annuities are for Savers. Comparing annuities to stocks and mutual funds, is like compari

Forced to Retire? Here's What to Do When You Leave Your Job Early
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,

Beware Medicare Doesn't Cover Everything
Many retirees get an unpleasant surprise after turning 65 and signing up Medicare. It doesn't provide complete coverage of health care costs

5 Ways You Can Maximize Your Social Security Benefits
More than 9 out of 10 current retirees rely at least in part on Social Security benefits to fund their retirement income. The maximum

Federal Employee Retirement Planning | What You Need to Know About the Thrift Savings Plan
While many private-sector workers build their nest eggs through 401(k) plans, federal employees and members of the uniformed services have

Protect Your Retirement Plans against Stock Market Volatility
As you approach retirement, consider how much risk you're willing to take. An annuity can help protect your principle from market loss. Over

How the SECURE Act Could Change Your Retirement
It's happened. After a nearly unanimous passage in the U.S. House of Representatives, the SECURE Act (Setting Up Every Community for Retir

4 Questions to Ask Your Financial Advisor At Your Annual Review
As the end of the year approaches, now is an excellent time for you to schedule a meeting with your financial advisor. An annual review of

2020 IRS Contribution Limits for Retirement Plans
It's here. The IRS has posted the new income and contribution limits for all types of retirement plans and accounts for 2020. The IRS also

How Much Income Will You Really Need for Retirement?
Calculating how much income you will need for retirement isn’t necessarily an easy task. Your health expenses will probably increase, but yo

How To Close the Retirement Income Gap
When you determine how much income you'll need in retirement, you may base your projection on the type of lifestyle you plan to have and whe

Common Factors Affecting Retirement Income
When it comes to planning for your retirement income, it's easy to overlook some of the common factors that can affect how much you'll have

Retirement Tax Planning - How You Can Get More from Your Money
When it comes to taxes, you can be sure that Uncle Sam will want his share. Retirement tax planning can help you make the most of your...














