Indexed Annuity Insights

10
Apr

Two Tax Questions to Ask Yourself About Retirement Planning

Two Tax Questions to Ask Yourself About Retirement Planning Tax Day is just around the corner, and now is a good time to review your financial habits and goals, particularly as they relate to retirement planning. This reflection is also timely because retirement preparation can have significant tax implications—ranging from whether you can deduct your account contributions to which tax

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18
Mar

NCPW: How planning for retirement can be empowering, not frightening

NCPW: How planning for retirement can be empowering, not frightening March celebrates National Consumer Protection Week (NCPW), a time to help people understand their consumer rights and make well-informed decisions about money. No matter your age, some of the most important financial decisions you will ever make relate to retirement. With U.S. adults living longer—and thus spending more time in

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7
Mar

National Women’s History Month and the State of Retirement Preparedness for Women

National Women’s History Month and the State of Retirement Preparedness for Women National Women’s History Month is a time to look back at the vital role women have played throughout history. In every industry, women are natural leaders and change makers – from Congress to financial services. In addition to driving change around women’s rights, many women in leadership are

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28
Feb

How the New Political Landscape Impacts Retirement

How the New Political Landscape Impacts Retirement Last year, our study on the state of America’s workforce showed that over one-third of workers from small businesses say that their employer is “not helpful at all” in terms of retirement planning and that one in eight workers are not offered any type of retirement plan from their employer. This leads to

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14
Feb

Love Retirement & Spread #annuitylove

Love Retirement & Spread #annuitylove Valentine’s Day is the celebration of love around the world. It is a chance to celebrate the joy found in companionship, in a family, in friendship, a social group, or even retirement. Retirement is a well-deserved reward after years of hard work in the workforce. Everyone’s idea of retirement is different. Some are most looking

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1
Feb

Stock Market Uncertainty? A Fixed Indexed Annuity Can Help Put You at Ease

Stock Market Uncertainty? A Fixed Indexed Annuity Can Help Put You at Ease A crystal ball into the stock market’s performance – wouldn’t that be useful! While predicting market performance to-a-t is not possible, you can help protect your savings by preparing for market uncertainty. Market Uncertainty Heightens This past December marked the worst decline for stocks since the financial

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29
Jan

The Benefits of Filing Taxes Early

The Benefits of Filing Taxes Early Tax season has officially started and if you’re an early bird looking ahead to April, you might have already started filing your 2018 taxes. Regardless where you are in the process, here are a few tips to keep in mind for tax season. Taxes in retirement are not exactly the same as when you’re

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25
Jan

3 Trends Changing the Retirement Landscape

3 Trends Changing the Retirement Landscape The last two decades mark a distinct time of change, even in the retirement landscape. As we continue to start 2019 off on the right foot, it is important to keep in mind current retirement trends that could affect our overall well-being during our golden years. So without further ado, here are three key

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17
Dec

Retirement Savings Resolutions for the New Year

Retirement Savings Resolutions for the New Year Every New Year we think about our resolutions, which typically includes some promise to better ourselves. Pledging to go the gym more, eat healthier, be more active, spend additional time with friends and family, and decrease our social media intake, are a few that usually make the list. However, one resolution we should

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5
Dec

Holiday Wish List 2018: Financial Security

Holiday Wish List 2018: Financial Security What’s on your loved one’s gift wish list? Are they asking for the latest technology? Fashionable apparel? A must-have toy? No matter the buzz-worthy item, what they may want consider is a gift that lasts a lifetime. Remember, it is just a matter of time before a new version of their favorite technology enters

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