Did you know?
Did you know that 40.2% of older Americans have Social Security as their only income?* We believe in supplementing your retirement with additional income you can’t outlive. Call us if
April 8, 2021
News & Updates
Tax Filing Deadline Extended
What Strategy is Right for You? This week’s article confirms an announcement recently made by the IRS. “You now have an extra month to lower your tax bill with contributions
April 1, 2021
What is an Indexed Annuity?
This week’s article provides an easy answer to the question ‘What is an Indexed Annuity?\’ “An indexed annuity is a type of annuity contract that pays an interest rate based
March 23, 2021
Retirement Accounts
Deadlines for filing tax returns are approaching. So, we’re reminding people about another deadline as well: retirement account deposits. Each year, you have a permitted annual deposit that can be
March 18, 2021
DO BENEFICIARIES PAY TAXES ON LIFE INSURANCE?
Lately, we have been asked about taxes and life insurance. Specifically whether or not beneficiaries of a life insurance policy have to pay income taxes on that money, or whether
March 9, 2021
Saving for Retirement
This week’s article tells us “experts want you to start saving as soon as possible, no matter what amount you can afford to put away.” The first goal is to
March 3, 2021
Retirement Planning Today
This week I thought to refer you to an article that begins with the simple but universal statement “Retirement planning is a multistep process that evolves over time.” The reason
February 23, 2021
Women and Retirement
\”At a time when COVID-19 is generating massive financial uncertainty for individuals, companies, and societies, an important new report from Bank of America examines the unique saving and investing challenges
February 18, 2021
FEDERAL QUESTION
If you are a Federal civil servant employee and contemplating putting in your retirement papers this year, you may want to verify what your lifetime benefits will be, and how
February 10, 2021
Financial Terms
Have you ever found yourself in the middle of a conversation with a financial professional and realized you have no understanding of the meaning of the words he is using?
February 3, 2021
Calculators and Calculations!
This is the time year when clients begin to ask if they are on track for retirement. There are so many factors that go into answering that question, we thought
January 28, 2021
THE STANFORD LONGEVITY PROJECT LOOKS AT ANNUITIES
This week’s article references a topic we have been reflecting on over the past few months and that is the understanding that “retirees face a number of challenges to their
January 21, 2021
