Retiree Health Care Coverage Overseas
An estimated 54% of baby boomers are expected to travel international. Overseas travel may be one of the more popular aspirations in retirement, but it does beg an important questions:…
Why Medicare Should Be Part of Your Retirement Strategy?
Retirement – Read Time: 3 Min Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations. Certain features of…
Budget | Money | Retirement
The 5 Basics of Financial Literacy
1. Credit and Debt Understanding the ways credit and debt work for and against you are some of the first steps toward understanding personal finance. While it’s not useful to…
The Financial Literacy Crisis
Read Time: 3 Min Imagine driving a car without the basic understanding of the rules of the road or even how to operate it. Scary thought. Here’s another scary circumstance…
Fixed Annuities | Fixed Indexed Annuities | Immediate Annuities | MYGA Multi-Year Guaranteed Annuity
Estimate your RMD
For the first time in nearly 20 years, the IRS has released updated actuarial or life expectancy tables. Those who take required minimum withdrawals (RMD) from retirement accounts may already…
Fixed Annuities | Fixed Indexed Annuities | Immediate Annuities | MYGA Multi-Year Guaranteed Annuity | Retirement
Immediate vs Deferred Annuities
Despite not being as well known as some other retirement tools, annuities account for 7% of all assets earmarked for retirement. With about $2.5 trillion in assets, annuities hold more…