News & Updates

Eliminate the Guesswork

A survey released in 2019 found that 46% of Americans are guessing at how much money they need for retirement. With increasing life expectancies and financial uncertainties, guesswork is playing a big part in determining

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The Best Day to Start Saving

This week’s article tells us: “The best day to start saving is today, even if you can save only a little bit.” The math is very interesting and worth the read. The article explains, “If

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Rethinking Retirement Savings

We came across an article written in the Harvard Law Review and thought to share it with you all. This article discusses rethinking retirement savings and puts into context how much money we have in

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The Peak 65 Generation

The Alliance for Lifetime Income recently published a new economic report about the “Peak 65 Generation” you might be interested in. “Peak 65 is a term used to describe the point in time when more

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Can a minor participate in a 401k?

Are you a small business owner? You may find this interesting. According to this week\’s article, \”the 401(k) has become the go-to retirement plan for many Americans.\” In fact, the article goes on to say

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Did you know?

Did you know that 40.2% of older Americans have Social Security as their only income?* We believe in supplementing your retirement with additional income you can’t outlive. Call us if you are interested in learning

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Tax Filing Deadline Extended

What Strategy is Right for You? This week’s article confirms an announcement recently made by the IRS. “You now have an extra month to lower your tax bill with contributions to your individual retirement account

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What is an Indexed Annuity?

This week’s article provides an easy answer to the question ‘What is an Indexed Annuity?\’ “An indexed annuity is a type of annuity contract that pays an interest rate based on the performance of a

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Retirement Accounts

Deadlines for filing tax returns are approaching. So, we’re reminding people about another deadline as well: retirement account deposits. Each year, you have a permitted annual deposit that can be made into your retirement account.

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