News

10
Apr

April is Financial Literacy Month

Do you consider yourself financially literate? According to a study by S&P Global, 57% of American adults are financially literate, ranking the U.S. 14th in the world. As a way to increase financial understanding, April is considered Financially Literacy month!

Whether you’re a financial guru or consider yourself a newbie, here’s 3 ways to make a difference in your finances this April!

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26
Mar

3 Tips to Spring Clean Your Finances

With the official start the Spring being March 20th, the entire country can now start shedding layers after a record-breaking winter. Along with spring comes nice temperatures, fresh crisp smells, and most importantly, spring cleaning. Typically, spring cleaning will consist of throwing out or donating unused items, organizing the house and cleaning the shed no one has touched since last spring; however, Spring is also a great time to clean up.

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18
Mar

NCPW: How planning for retirement can be empowering, not frightening

March celebrates National Consumer Protection Week (NCPW), a time to help people understand their consumer rights and make well-informed decisions about money.

No matter your age, some of the most important financial decisions you will ever make relate to retirement. With U.S. adults living longer—and thus spending more time in their post-working years—56 percent of Americans admit they are unsure if their retirement savings will last their lifetime. Additionally, nearly 90 percent of Americans are not very confident in their overall retirement savings situation.

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7
Mar

National Women’s History Month and the State of Retirement Preparedness for Women

National Women’s History Month is a time to look back at the vital role women have played throughout history. In every industry, women are natural leaders and change-makers – from Congress to financial services. In addition to driving change around women’s rights, many women in leadership are addressing income disparity and improving retirement security for women.

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28
Feb

How the New Political Landscape Impacts Retirement

Last year, our study on America’s workforce showed that over one-third of workers from small businesses say that their employer is “not helpful at all” in terms of retirement planning and that one in eight workers are not offered any type of retirement plan from their employer. This leads to retiring later and a “do it yourself” retirement for many workers. But these retirement security issues aren’t going unnoticed and policymakers at the state and federal level are taking a closer look at the issues around retirement security and proposing solutions.

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14
Feb

Love Retirement & Spread #annuitylove

Valentine’s Day is the celebration of love around the world. It is a chance to celebrate the joy found in companionship, in a family, in friendship, a social group, or even retirement.

Retirement is a well-deserved reward after years of hard work in the workforce. Everyone’s idea of retirement is different. Some are most looking forward to a European adventure, while others plan to visit grandchildren or catch up with old friends.

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1
Feb

Your 2019 Financial Calendar

There are 12 Months, 52 weeks, 365 days, 525,949 minutes in a year. From holidays to appointments and birthdays, a lot can happen and even more, can be forgotten.

To help you worry about less and focus on more; here are 5 important dates you should remember when it comes to planning your financial journey:

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1
Feb

Stock Market Uncertainty? A Fixed Indexed Annuity Can Help Put You at Ease

A crystal ball into the investing world – wouldn’t that be useful! Unfortunately, predicting market performance to-a-t is not exactly possible. When markets experience downs, it is important to ask yourself: What can I do to help protect my savings and ensure future gains?

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29
Jan

The Benefits of Filing Taxes Early

Tax season has officially started and if you’re an early bird looking ahead to April, you might have already started filing your 2018 taxes. Regardless where you are in the process, here are a few tips to keep in mind for tax season this year.

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25
Jan

3 Trends Changing the Retirement Landscape in 2019

The last two decades mark a distinct time of change. Over the years, we’ve seen how medical advancements have altered the healthcare industry and how shifts in technology impacted our ability to be successful in the workplace. Among these evolving factors, it’s no surprise that the retirement landscape has also changed from what we knew it to be 20 years ago.

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