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What Is a Deferred Annuity?

By Amanda McFarlane | June 18, 2021

Annuities can provide supplementary income to your primary retirement savings. If you are looking to add some security to your portfolio with a guaranteed retirement paycheck and have several years before your retirement, a deferred annuity might be right for you. What Is a Deferred Annuity? A deferred annuity is…

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What Is an Immediate Annuity?

By Amanda McFarlane | June 16, 2021

Company-provided pensions are on the way out, but what if there was a way you could purchase your own “pension” of sorts? What Is an Immediate Annuity? Annuities, in general, are purchased as an income guarantee to supplement other retirement income, like Social Security and 401(k)s. They reduce the risk…

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You’re Young, So What? 7 Crucial Tips for Young People Beginning Their Financial Journey

By Noah Jackman | June 11, 2021

You’re young, so what? Time is money. And, while cliché, there’s truth to those three words. If you’re a young adult, you might be asking yourself, “Why should this concern me?” Your point is valid: Most schools do not provide financial literacy education. In fact, many young adults lack a…

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Introduction to Sustainable Investing

By Amanda McFarlane | June 9, 2021

Is investing in funds or stocks in alignment with your principles and beliefs important to you? If so, understanding what sustainable investing is and how you can make it work for you is the first step to making the move to more sustainable and socially responsible options. Sustainable investing is…

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Introduction to Investing for Retirement: Types of Asset Classes and Retirement Plans

By Amanda McFarlane | June 4, 2021

There is no one formula for building a successful retirement plan—there are seemingly endless options and plans for you to invest in and take advantage of, with more being added all the time. The financial services industry is dynamic, ever changing and evolving as the economy progresses and technology advances.…

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Inspiring Women in Retirement: How to Ensure You’re on the Right Path

By Felicia Garcia | May 19, 2021

What you should know, key planning elements & why men should listen up, too! Planning for retirement and beginning this stage of life is multi-layered. It’s true that 90% of all women will eventually be solely in charge of household finances.1 This data is compounded by the fact that only…

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What Is Financial Risk Tolerance?

By Amanda McFarlane | May 12, 2021

When you hear the word “risk” in association with your money and investing, what do you feel? Are you excited about the opportunity for high returns or feel a thrill of investing? Or do you worry that you’ll lose a portion of your nest egg—or everything? Do you think risk…

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What Is an Annuity—and Why It May Be the Missing Piece in Your Retirement Plan

By Amanda McFarlane | May 5, 2021

Do you consider yourself a good money saver? Do you live below your means? Do the market ups and downs make you nervous? If having safety in your retirement portfolio is important to you, annuities may be a good option. Annuities are gaining in popularity because of market volatility and…

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