News

1
Aug

Countdown to Retirement – 4 Tips to Get You Ready

Countdown to Retirement – 4 Tips to Get You Ready Getting ready for retirement can be pretty exciting. With such a huge lifestyle change, you should consider to start laying the groundwork now. Here are some tips to help you through that transition.   Create a realistic budget Your early 60s is a great time to start crunching some hard

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24
Jul

Separating Fact From Fiction When It Comes to Long-Term Care Insurance

Separating Fact From Fiction When It Comes to Long-Term Care Insurance Few people are prepared to handle the financial burden of long-term health care. In fact, many people have a false sense of security when it comes to long-term care. Let’s separate fact from fiction: “Medicare and my Medicare supplement policy will cover it.” FACTS: Medicare and “Medigap” insurance was

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21
Jul

3 Simple Ways to Save for Retirement

3 Simple Ways to Save for Retirement Summer is here, and the future is brighter than ever. If you are busy planning, saving and budgeting for a summer vacation, use these tips to make the most out of your summer and get your retirement savings on track. 1. Spend less and save more. With this warmer weather, nothing sounds better

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21
Jul

Devising a Summer Savings Plan

Devising a Summer Savings Plan Summer is here and that calls for some down time relaxing with family and friends. Whether you plan on spending your summer days in the sun or binge-watching your favorite television series, developing a summer savings plan will help you enjoy your days now, and stay on track with your retirement plan to make sure

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5
Jul

5 Things Millennials Need to Know About Life Insurance

5 Things Millennials Need to Know About Life Insurance Being catapulted into the adult world is a shock to the system, regardless of how prepared you think you are. And these days, it’s more complicated than ever, with internet access and mobile devices being must-have utilities and navigating tax forms when they aren’t as “EZ” as they used to be.

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30
Jun

How much life insurance do I need?

How much life insurance do I need? The most important part of buying life insurance is determining how much you need. Since everyone’s financial circumstances and goals are different, there is no rule of thumb to tell you how much to buy. But do you really need $250,000, $500,000, $1 million or more? Sounds like a lot of money, but

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30
Jun

Understanding Fixed Indexed Annuities

Understanding Fixed Indexed Annuities Think you know all there is to know about annuities? This Annuity Awareness Month, we’re testing your knowledge and sharing some important facts about Fixed Indexed Annuities and how they can help you ensure a secure retirement.             //platform.linkedin.com/in.js The post Understanding Fixed Indexed Annuities appeared first on Indexed Annuity Insights.

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30
Jun

DO YOU LOSE THE BALANCE OF AN ANNUITY IF YOU DIE?

DO YOU LOSE THE BALANCE OF AN ANNUITY IF YOU DIE? One common misconception about annuities is that you lose the balance of the annuity if you die. In the case of  Fixed Indexed Annuities (FIAs), the money remaining in your annuity can pass to one or more named beneficiaries after your death. You can even choose to set up

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19
Jun

I Have Life Insurance Through My Employer. Why Do I Need Another Policy?

I Have Life Insurance Through My Employer. Why Do I Need Another Policy? One of the perks of having a full-time job with a good company is the benefits package that comes with it. Often, those benefits include life insurance coverage, which is great. And everyone who can get life insurance at work should definitely take it, as there are

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2
Jun

4 Ways to Start Saving for Retirement Today

4 Ways to Start Saving for Retirement Today Saving money is an important part of leading a successful and financially independent lifestyle. While saving can help fund big-ticket items such as cars, homes, or vacations, it also serves as part of a balanced preparation for a stress-free retirement. It’s often difficult to begin saving money – especially when you’ve grown

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