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…
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?…
Goodbye empty nest: young adults are moving back home
If one or more of your adult children moved back home after graduation, your family is part of a widespread trend in America. People in their 40s and 50s who…
6 ways to improve your financial literacy
Being financially literate means having the knowledge and confidence to effectively manage, save and invest money for you and your family. This can include everything from getting out of debt,…
Your mid-year financial checkup
If you’re like many people, you start the year with a host of financial resolutions and good intentions — from breaking bad financial habits to boosting your savings for the…
Behaviors that can create roadblocks to smart financial choices
We should all have a plan to make sure we're financially prepared for a long, healthy, happy retirement. But oftentimes, we’re hesitant to jump into retirement planning and making financial…
Your retirement checklist
Before you start your next big chapter of retirement, you’ll want to make sure you’re financially on track for the golden years you want. Like many important to do’s, breaking…