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WHEN IT COMES TO SAVING FOR RETIREMENT, TIME IS AN ASSET
As people save for retirement, they strive to determine how much they will need to maintain the lifestyle they live. However, saving up...


WHAT IS A FIXED INDEXED ANNUITY?
There’s no better time than today to develop your retirement plan and consider options that may be suitable for your future. Read about...


COMPREHENSIVE RETIREMENT PLANNING: MORE THAN JUST PLANNING FOR A PAYCHECK
What encompasses a comprehensive retirement plan? For many, planning for retirement focuses just on the need for consistent income and...

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GETTING READY TO RETIRE [CHECKLIST]
After many years of working and planning for retirement, I’ve found it’s not that easy to just say “Today’s the day. I’m going to...


HOW I ACHIEVED FINANCIAL PEACE OF MIND
I, like many Americans, have always been in pursuit of peace of mind. You know—that place where you know that even in the worst of times...


STRETCH AND FLEX YOUR SAVINGS MUSCLES
Watching the Olympic games is inspiring, motivating and can be downright addicting. Now that the Games are over, take the opportunity to...


SPRING CLEANING FOR YOUR LIFE
As the blooms burst and birdsong replaces the silence of winter, spring is more than a metaphor for renewal. It’s the ultimate call to...


SAVING FOR A FIT RETIREMENT, ONE DAY AT A TIME
Worried about not having enough money in retirement? You are not alone. One in four Americans have nothing saved for retirement and 56%...


WHY YOU SHOULD USE A FINANCIAL PROFESSIONAL
In the age of “Do It Yourself,” some things are too important not to be supported by a professional. This is so true for the decisions,...


TEACHER PENSION SHORTFALLS: A HARD LESSON FOR TEACHERS
Teachers are on the front lines of our children’s futures, so it’s unsettling to see evidence that their own future is increasingly at...


RETIREMENT: TOAST IT AND CLOSE THE GAP
In schools across the country, there are countless teachers working through their lunch breaks trying to keep up with the demands of the...


BULLS, BEARS AND TURTLES, OH MY!
It sure is fun to see the positive returns of a bull market. But, if you are cringing at the sight of significant downturns and losses...


SAVING EARLY FOR RETIREMENT IN SPITE OF FOMO
The early bird gets the worm, right? That’s how the saying goes, and with saving for retirement, nothing could be more true. Source: NLG...


UNDERSTANDING LIFE INSURANCE LINGO PART 1: POLICY BASICS
Life insurance represents a key corner of the financial planning space in need of more education. Nearly three in five consumers (59%)...


UNDERSTANDING LIFE INSURANCE LINGO PART 2: POLICY BENEFITS & EXTRAS
Life insurance provides peace of mind, but it can also provide more. Learn about life insurance policy benefits beyond the death benefit....


RETHINK WHOLE LIFE INSURANCE
If you’ve heard of whole life insurance, you may have heard some mixed messages about it. So let’s dispel the two big myths about whole...


LIFE (INSURANCE) IS FOR THE LIVING, TOO
Did you know that many people rely on life insurance while they’re living in addition to the death benefit proceeds? About 91% of life...


USING AN SPDA TO HELP MEET YOUR SAVINGS GOALS
Becky has a problem, but it’s a good one to have. She has carefully managed to put away a sizable sum in her checking account that will...


SUNDRY SITUATIONS FOR SPDAS
In my previous post about Single Premium Deferred Annuities (SPDAs), I summarized Becky’s challenge to find a financial product for her...


7 WAYS THE WOODSTOCK GENERATION CAN TACKLE RISING HEALTHCARE COSTS IN RETIREMENT
A half century ago this month, 450,000 young fun-seeking 20-somethings gathered on the grassy hills of a Bethel, NY, dairy farm to share...
US National Debt Clock : Real Time
Charting America’s Debt: $31 Trillion and Counting. Failing to plan is planning to fail!
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