by admin | Oct 26, 2020 | Retirement Planning
Since COVID-19 and the subsequent market volatility, 7 out of 10 Americans are now pessimistic about their retirement plan and some are turning to lower-risk options for their retirement investments, according to Alliance for Lifetime Income surveys conducted in April...
by admin | Aug 24, 2020 | Retirement Planning
It might seem counter intuitive, but retirees can find some peace of mind with their annuities in down markets such as we’ve had in recent months. When the markets take a stomach-tightening dive, many investors head for the perceived safety of annuities. These...
by admin | May 4, 2020 | Retirement Planning
When the SECURE Act was signed into law on December 20, 2019, the government’s primary intention was to encourage Americans to start planning for their own retirement income needs. It has paved the way for employers to start offering annuity lifetime income products...
by admin | Mar 31, 2020 | New Insurance Solutions, Retirement Planning
Take notice of the recent repeal of Stretch IRAs. On December 19, 2019, Congress approved a $1.4 trillion appropriations bill that included significant changes to the way IRAs and qualified plans will be administered, effective on January 1, 2020. Two of the...
by admin | Nov 21, 2019 | Planning, Retirement Planning
There are ways Life Insurance in Retirement can provide advantages to your planning and security. As retirement draws near, it’s only natural to look at your life insurance coverage and wonder whether any changes should be made. After all, you might have first...
by admin | Oct 18, 2019 | Financial Planning, Retirement Planning
Retirement Planning and How Life Insurance Can Help You “Life insurance is what you buy when you think you’re going to die so that your kids don’t have to pay for your funeral, right?” There are a lot of misconceptions in the financial world, but life insurance...