Retirement Planning
What Is an Annuity—and Why It May Be the Missing Piece in Your Retirement Plan
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…
Read MoreIntroduction 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…
Read MoreIntroduction 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…
Read MoreInflation: What It Is and Why You Should Care
Have you ever heard your grandparent say, “I remember when a gallon of milk cost 30 cents!”? Shoot, you may even have examples from your lifetime! I remember when a…
Read MoreWhat 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…
Read MoreWhat 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…
Read MoreWhat Is a Variable Annuity?
Variable annuities can help you meet your long-term financial goals and provide a guaranteed income stream in retirement, but they are not without their drawbacks and considerations. It’s important to…
Read MoreHow to Avoid Emotional Investing
Money is personal—there’s no denying that. You’ve worked hard for it, and it touches nearly every aspect of your life. In the same vein, emotions are ever-present in our lives…
Read MoreReverse Mortgages: What They Are and If They’re Right for You
Millions of Americans are entering retirement encumbered with mortgages. The proportion of homeowners aged 65+ who still carry a mortgage doubled over the last 30 years—from 21% in 1989 to…
Read MoreHow Retirees and Pre-Retirees Can Hedge Against Inflation
Today’s dollar buys far less than it did 10, 20, and 30 years ago—much like today’s dollar will not have the same purchasing power in 10, 20, and 30 years…
Read More