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What Is a Fixed Annuity?
The predictability and stability of a fixed annuity have made it a popular choice for some saving for retirement. Annuities offer a guaranteed income stream that can help supplement your other retirement income sources, like Social Security and 401(k)/IRA distributions. What Is a Fixed Annuity? A fixed annuity is one…
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What Is a Deferred Annuity?
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?
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
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
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
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
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?
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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