Whether you’re just starting out in your career, you are a Gen-X-er sandwiched between your kids’ college expenses and aging parents’ needs, or you are a Baby Boomer eyeing retirement, starting early can help when it comes to your finances.…
Read More
We’re here to help clear up some of the confusion about annuities during Annuity Awareness Month, which happens each June! In the first quarter of 2024, U.S. annuity sales were $106.7 billion, the highest first quarter total since the 1980s,…
Read More
Sequence of returns risk can put your retirement portfolio in jeopardy, but what is it, and how do you fight it? We get it. Retirement can be scary. We know this because it’s our job to help our clients plan…
Read More
Saving for retirement is important, but it’s also crucial to stay informed! Now that it’s Financial Literacy Month, we thought it would be the perfect time to discuss some things you need to know. There’s an old saying that goes…
Read More
Heads up! If you plan to retire this year, you should know these five things. Are you planning to enter the most exciting phase of your life in 2024? A phase where you get to do what you want to…
Read More
It can be difficult to know when you’re ready to retire, but checking these seven boxes may be a sign that the time is coming. Preparing yourself for retirement can be scary, as so many variables and questions leave timing…
Read More
Medicare can be tricky. Here are some common mistakes to avoid! The Medicare open enrollment period has begun, so we thought it would be a great time to discuss some of the most common mistakes retirees make when it comes…
Read More