Understanding the Retirement Picture for Gen X
Weekly Update – 7/5/23 A recent study by Investopedia found that Generation X’s biggest worry is retirement. The survey found that although many members of Gen X feel like they understand their finances, they are still concerned about transitioning into retirement....
6 Types of Insurance to Stabilize Your Costs in Retirement
When planning for retirement, it's important to consider having different types of insurance to protect your assets and smooth out the costs of unexpected expenses. Because your income is carefully planned per month and per year, it makes sense to add insurance that...
Understanding the Classic Fixed Annuity
Weekly Update – 6/28/23 Whether you’ve learned about annuities before or it’s your first time hearing about them, it’s important to first understand the basic concept and one of its simplest forms. In general, an annuity is a financial product that provides a steady...
5 Social Security Strategies to Consider
Social Security is not something you should just set and forget. There are many factors that determine the level of benefits you receive. Here's a checklist of 5 Social Security strategies you should consider when planning for your retirement to maximize your income...
Are Annuities Right for You?
Weekly Update – 6/21/23 Annuities can be an excellent addition to your financial and retirement portfolio, but it's essential to determine whether they're the right fit for you and your financial goals. Here are some ways to know if annuities are right for your...
Your Checklist for Covering Unexpected Expenses in Retirement
Preparing and planning for unexpected costs in retirement is an essential step in ensuring financial security and peace of mind. Here is a checklist of steps to take to help you prepare for unexpected costs in retirement: Create a budget for retirement: Before you...