The pros and cons of customer loyalty programs
Who doesn’t love a good deal? Have you ever dug deep into your wallet for something and instead found that rumpled buy-10-get-one-free punch card from your favorite frozen yogurt shop…
Will your retirement money last as long as you do?
If you worry that your retirement savings won’t last as long as it needs to, you’re not alone. According to EBRI’s 2024 Retirement Confidence Survey, just two in ten workers…
Are you ready to retire?
When it comes to preparing for retirement and thinking through a financial approach to building a best life, many individuals recognize the importance of a holistic plan. This may include…
4 questions everyone should ask before retirement
For most retirees, a happy and secure future doesn’t happen without proper preparation. To reach this goal, how do you begin planning for a fulfilling retirement that provides the financial…
Test-drive your retirement
You wouldn’t buy a new car without taking it for a spin first, right? Probably not. And just like deciding if a vehicle is a good fit, this idea can…
Diversity: Why it matters as much in finances as in relationships
Finding social groups where you belong is human nature, and associating with people who have similar ideas and interests can be a good place to start. So why leave this…
The role of annuities in estate planning
Fixed indexed annuities (FIAs) offer a combination of growth potential and protection that can play an important role in clients' retirement plans. But FIAs offer another aspect that financial professionals…
Help your children get the most of their first post-college job
If your child has recently graduated from college and is starting a first job, it can be an exciting and nerve-wracking transition. College probably did a great job preparing your…
Map your clear path to retirement
Do you have a retirement dream once you stop working? How much will your dream cost? After spending a career thinking about how you want the next step to unfold,…
Why roll over a 401(k) into an annuity?
Many American workers have assets in one or more employer-sponsored retirement plans (i.e., 401(k), 403(b), profit-sharing plans) to help save for the future. But what happens if you change jobs?…
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