What Are Whole Life Insurance Policies? How Can It Help Women?
In a recent survey, both men and women, 79% and 78% respectively, said their death would have a profound impact on their family’s quality of …
7 Important Tax Tips for Women
Successful American women are now getting ready to prepare their annual tax returns. The number of women-owned businesses now stands at more than 1.1 …
Should You and Your Spouse File Taxes Jointly or Separately?
The 2021 tax season is now here and Americans are excited to maximize their refund. Last year, the average tax refund was nearly $3,000. Due to the …
Conversion Questions: Are Roth Conversions Allowed in 2022?
Back in November of this year, Democrats in the House passed the Build Back Better plan. In this 1.75 trillion dollar spending bill, investments …
Retirement Taxes 101: How to Deal With Rising Tax Rates
The average retirement age for men is 65 and for women is 63. But, does this mean that you’re financially ready to retire at the average age? …
Everything You Should Know About Roth IRA Conversion
If you want to get the most out of your retirement, a Roth IRA can be one of the best financial tools to consider. With tax-free withdrawal …
What Sets Fixed Index Annuities Apart From Other Annuities?
Have you been wondering what makes fixed index annuities different from other annuities? If you’ve been doing some research on this, chances are …
Payoff: The Most Common Types of Retirement Plans
Around 28.6 million Americans are currently in the retirement phase of life. It’s an exciting time full of a lot of possibilities and room to …
IUL vs Fixed Index Annuities: When to Use Each
The median accumulation of retirement savings is recorded as $65,000. Many valuable retirement income strategies rely on careful planning and making …
Financial Protection: A New Asset Class for Retirement Plans
A mix of asset types makes up a diversified portfolio. Here’s how the financial protection asset class, including annuities, makes for a potentially …
7 Common Retirement Planning Mistakes and How to Avoid Them
Are you beginning to think about your retirement? Are you wondering how to save money so you’re ready to enjoy your golden years with a smile? …
A Beginner’s Guide to Income Planning
Does the thought of retiring make you nervous or excited? If you have a strong income plan, retirement can be one of the most exciting and …
FEGLI Facts: Is FEGLI Good Life Insurance?
A surprising number of Americans do not carry life insurance. In fact, 46% of citizens are not covered. An even greater number of people do not have …
5 Reasons You Should Have a Rainy Day Savings Plan
A rainy day savings fund is an extremely useful thing to have. This past year or so, countless people across the globe found themselves with mortgages …
FEGLI Facts: Is It Worth Keeping FEGLI in Retirement?
Did you know that the Federal Employee Group Life Insurance (FEGLI) is the largest group insurance program in the world? In fact, there are more than …
Are Roth Conversions Allowed in 2021?
Want to have better control of your taxes? And keep more of your Social Security benefits in retirement? If so, Roth …
What Is Term Life Insurance? – An Introductory Guide
One of the tough realities of being an adult is planning for your loved ones if you’re unable to do it. In fact, 54% of Americans have some form …
5 Helpful Income Planning Tips That Everyone Should Know
About 31% of Americans across different age groups say they could not cover their expenses for a month without their job. No matter what your age you …
A Quick Guide to Roth Conversions
Income planning is one of the best decisions you can make for yourself, your family, and your retirement plan. Many financial tools can help you save …
A Beginner’s Guide to Fixed Index Annuity
Have you wondered if you will have enough money to quit your job one day? A staggering 64 percent of Americans are not prepared to retire! If …
Types of Permanent Life Insurance: What Is Indexed Universal Life?
Did you know that life insurance is already a $44.7 billion industry? Yes, you read that right! But what is a death benefit, anyway? If …
Everything You Need To Know About Income Planning for Retirement
Income planning for retirement sounds intuitive. Yet many Americans go without a solid plan. One-third of Americans have no plan of any kind, and only …
Retirement Plan Checklist and Finance Guide
Did you know 64% of Americans aren’t prepared for retirement? Fortunately, over 53% have at least some retirement planning in order. We’re …
Healthcare Costs: The Top Uncertainty for Retirees
If you’ve ever dealt with a serious illness or have been a caregiver for family members, you know the importance of thinking ahead about healthcare …