9 steps to building a budget that works
No matter what your income is, building a budget is the first step to creating a workable spending plan. Seeing where your money is going every month can help you…
What are immediate annuities and how do they work?
If you and your financial professional are considering strategies for converting your retirement savings into a lifetime of reliable income payments, a single premium immediate annuity (SPIA) may be worth…
Commonly overlooked tax savings
Tax season is upon us, but before you file, take the time to help make sure you’re not paying more than you owe. If you’re among the Americans who typically…
6 fixed indexed annuity myths busted!
As you plan for retirement, you will likely come across many options for building your portfolio and providing income for the future. Among these retirement solutions, you may have heard…
Estate planning 101
Having a smart estate plan is essential for everyone—regardless of assets, age or income. Along with helping ensure your assets are distributed according to your wishes, estate planning can also…
Protecting your legacy
Many parents hope to leave a parting gift for their children after they’ve gone, but how can you be sure they will use their inheritance the way you intended? According…
5 important Social Security issues for women
Social Security can play an important role in overall retirement income. Unfortunately, many clients run the risk of oversimplifying Social Security and may not realize there are many strategies to…
Refresh your financial mindset
When it comes to saving money and keeping a balanced budget, how you think about money can change everything. Your money mindset affects your financial decisions and how you set…
Ready to jump into AI? First, manage risks
As AI gains popularity, more financial professionals are using this increasingly popular platform to automate tasks, manage client outreach and cultivate deeper client connections. A survey from workforce software company…