News

19
Jul

How to Transform Financial Stress into Retirement Confidence

Financial stress is the number one source of stress for employees, according to a Price Waterhouse Coopers 2019 survey. Financial matters outrank any other source of stress combined, including health and relationships. Retirement can be a key driver in that stress with nine out of 10 people reporting they don’t feel very confident in their overall retirement savings situation. That’s according to our 2017 survey, which found Americans are incredibly savings-insecure.

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16
Jul

3 Ways to Help a Charity With a Gift of Life Insurance

America is a charitable nation. More than two-thirds of Americans (69%) give to charity each year. That means you probably do too. But did you know that there are other ways to give to charities besides just writing a check or supporting a Go Fund Me campaign?

A gift of life insurance can represent a substantial future gift to a charity or charities of your choice at relatively little cost to you. There are several ways you can accomplish this:

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9
Jul

Sizzlin’ Summer Series: PART 3

What does Summer remind you of? Maybe it’s the feeling of jumping into a cool pool after a day in the summer heat; or maybe it’s the sound of the ice cream truck as you are bolting out the door with whatever change you could get your hands on. From lazy days in air conditioning to random road trips and more; summer is full of memories, and more importantly, choices.

In Part 3 and the final installation of ‘SIZZLIN SUMMER SERIES’, we will go into the top 3 financial choices you should research before making a decision:

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7
Jun

Sizzlin’ Summer Series: PART 2

The official start of Summer – June 21st – is right around the corner. As we cruise into part two or our Sizzlin’ Summer Series, we will make a splash with the best cities to retire in 2019.

Get your Hawaiian shirts on, coolers filled, and beach towels ready, because here come the Top 4 Places To retire!

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13
May

Sizzlin’ Summer Series: PART 1

This last Winter was one for the books. With record snowfall, rain, and cold temperatures, it’s safe to say that most of us are ready for warmer weather. What better way to celebrate the onset of sunshine and warm temps than with a three-part newsletter series to help you enjoy Summer!

In this month’s newsletter, we will dive into the top 3 places to travel, based on the Summer months:

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7
May

10 Myths About Annuities You Shouldn’t Believe

While annuities have long been a viable retirement option, those new to retirement planning may discover a bit of misinformation about them. If you’re considering annuity-based products—such as fixed index annuities—as a way to boost the diversity of your retirement portfolio, it’s important to separate misconceptions from reality. Here, we’re busting 10 myths about fixed index annuities (FIAs) by providing the facts.

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19
Apr

Financial Literacy Month: Five Resources to Jumpstart Your Retirement Planning

April is financial literacy month and a reminder to examine your personal finance habits. A key element of financial literacy is how well-prepared you are for retirement.

Unfortunately, few Americans are looking forward their post-working years. Our 2017 survey found nearly 90 percent of us are not very confident in our overall retirement savings. Beyond that, 56 percent admit they are unsure if their retirement savings will last their lifetime, and one in five have nothing saved for retirement at all.

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10
Apr

Two Tax Questions to Ask Yourself About Retirement Planning

Tax Day is just around the corner, and now is a good time to review your financial habits and goals, particularly as they relate to retirement planning. This reflection is also timely because retirement preparation can have significant tax implications—ranging from whether you can deduct your account contributions to which tax rates apply when you start making withdrawals.

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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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