Reimagining retirement
Who will you be in the future? It’s a question filled with possibility. While it’s easy to stay focused on the demands of the present, looking ahead invites us to…
4 steps women can take to help prepare for retirement
Men and women often approach money management differently and this difference can extend to planning for retirement. While women still may have some of the same financial goals as men,…
Sharing a roof – and money tips – with adult kids and parents
If you’re like many who are part of the Sandwich Generation, you have a busy household, often with children and aging parents or relatives all living under one roof. While…
Will technology affect your retirement planning?
From helping around the house to staying connected and about everything in between, technology is embedded in life like never before. As it continues to evolve, how can it help…
Annuities and the modern retirement
In today’s economic climate, many Americans are rethinking how they prepare for the future. Amid market volatility, rising living costs, and fears of outliving retirement savings, it's increasingly important to…
Should I consider an annuity in my 40s and 50s?
Building financial security doesn’t have to wait until you’re ready to retire. If you’re in your 40s or 50s, you’re likely experiencing life events that require careful planning, whether it’s…
Retirement income strategies for the Sandwich Generation
For those in the Sandwich Generation, balancing the financial needs of adult children and aging parents can be overwhelming and push your own financial health and retirement plans to the…
Using an annuity to help pay for college
Saving and paying for college can be a challenging goal and you may be among the many people who worry about the financial pressure that funding higher education can bring.…
How much cash is too much?
Recently, savers have had the opportunity to take advantage of some of the highest interest rates in decades. Those high rates, coupled with lingering economic uncertainty, have led some savers…
Creating an income plan for retirement
As an entrepreneur, Cathy Lee has plenty of experience solving problems and making decisions about what to do with money. When it came to retirement planning, however, that felt like…
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