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Our 7 Point Retirement Planning Checklist Has You Covered

Friday, June 16th, 2017 and is filed under Annuity News, Financial Planning Tips, Retirement Income Annuities, Videos

Do you have a retirement planning checklist that is up-to-date? Unfortunately, most people don’t, and what’s worse, they don’t even have a retirement plan in the first place. Here is our 7-point retirement planning checklist: Read More

Rising Healthcare Costs Draining Retirement Savings

Tuesday, May 3rd, 2016 and is filed under Uncategorized

Cost of HealthcareThere’s no way around it: healthcare is becoming increasingly more expensive in the United States. With the rapidly changing insurance landscape driven by the so-called Affordable Care Act (Obamacare), millions of Americans, and retirees in particular, are spending more and more on healthcare costs, dipping into retirement savings far ahead of schedule just to cover basic medical expenses. Without appropriate savings, it only takes a few unwelcome surprises to drain the money you earmarked to carry you through retirement. Read More

401(k)s Now Have Annuity Options

Thursday, March 12th, 2015 and is filed under Annuity News, Retirement Income Annuities, Uncategorized

401k Annuity Options401(k)s Now Have Annuity Options: Protection for Your Investment

In October of 2014, the United States Treasury Department issued guidelines that are meant to encourage employers to enable employees to contribute part of their 401(k)s to a deferred annuity. These guidelines were put in place in an effort to help future retirees and current retirees protect their savings. By placing 401(k) contributions into a deferred annuity, retirees are providing a type of security to their hard earned money. This money is available to retirees long after retirement whereas without this additional protection, a retiree may outlive his or her money. Read More