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indexed investment

How You Make Money With an Annuity

A fixed indexed annuity is a type of annuity contract between you and an insurance company. It generally promises to provide returns that are based on a link to the performance of a market index.

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Retirement

Guiding You Through 

We continue to read articles confirming that, while it certainly is an arduous task to work for decades and plan ahead to afford a comfortable retirement, what continues to unsettle many is the actual transition

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Enough

How Much is Really Enough to Retire?

How much would you consider to be “enough money to retire?” Yes, you want to have enough money to ensure that you don’t go broke, and can afford basic expenses like food, housing, and medical

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money

Did You Know Money is Only Half the Story?

Retirement planning seems to always be all about numbers. Your strategy centers around one question: Do your financial assets provide enough income to fund your desired retirement lifestyle? But, to quote a recent article from

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retirement savings

How do You Compare?

Curious about how you compare to others? The “How America Saves 2022” report referenced recently by CNBC might give you that information.  The report states the average retirement savings account balances by age: For those

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Inflation

What Exactly Does That Mean?

There has been a lot of talk recently about a recession: whether or not one will come, what it would mean, and how it would affect each of us. A recession is defined by the

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Roth IRA

Converting your IRA

With the downturn in the market these past few months, there is increasing talk about the pros and cons of converting an existing diminished IRA account into a Roth IRA.  Both types of IRAs are

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challenges of retirement

The Biggest Challenges of Retirement

We often think of retirement in terms of ‘having enough money.’ However, there are other considerations. This article dives into these other considerations and divides them into three categories: Regret, Health, and Identity. Interestingly, the

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