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Retirement

Retirement Planning For Women

What Financially Savvy Women Know About Retirement

by Jen Trowbridge

Did you know that 70% of retirees wish they had started saving sooner? This is especially true for women who often face more financial challenges and …

Read moreWhat Financially Savvy Women Know About Retirement
Retirement Planning For Women

6 Common Wealth Management Mistakes and How to Avoid Them

by Jen Trowbridge

Financial experts say that, in order to comfortably retire, your retirement income should be about 80% of your working income. Accruing that amount of …

Read more6 Common Wealth Management Mistakes and How to Avoid Them
How To Save On Taxes For Women

Retirement Taxes 101: How to Deal With Rising Tax Rates

by Jen Trowbridge

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?  …

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Retirement For Women

Everything You Should Know About Roth IRA Conversion

by Jen Trowbridge

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 …

Read moreEverything You Should Know About Roth IRA Conversion
types of retirement plans

Payoff: The Most Common Types of Retirement Plans

by Jen Trowbridge

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 …

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Financial plan benefits

Financial Protection: A New Asset Class for Retirement Plans

by Jen Trowbridge

A mix of asset types makes up a diversified portfolio. Here’s how the financial protection asset class, including annuities, makes for a potentially …

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retirement planning mistakes

7 Common Retirement Planning Mistakes and How to Avoid Them

by Jen Trowbridge

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? …

Read more7 Common Retirement Planning Mistakes and How to Avoid Them
income planning rewards

A Beginner’s Guide to Income Planning

by Jen Trowbridge

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 …

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Federal employees

FEGLI Facts: Is It Worth Keeping FEGLI in Retirement?

by Jen Trowbridge

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 …

Read moreFEGLI Facts: Is It Worth Keeping FEGLI in Retirement?
income planning for retirement

Everything You Need To Know About Income Planning for Retirement

by Jen Trowbridge

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 …

Read moreEverything You Need To Know About Income Planning for Retirement
retirement plan checklist

Retirement Plan Checklist and Finance Guide

by Jen Trowbridge

Did you know 64% of Americans aren’t prepared for retirement? Fortunately, over 53% have at least some retirement planning in order. We’re …

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Annuities Provide Retirement Income

Outliving Your Income

by Jen Trowbridge

Considering retirement? Most people fear the very real possibility of outliving the money they’ve worked so hard to save. Making sure your money lasts …

Read moreOutliving Your Income
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