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retirement planning

Stack of coins representing steady and guaranteed financial growth over time with a fixed annuity. — When it comes to making money, it’s important to be rational. The same applies when it’s time to preserve that money and convert it into reliable income. When it comes to safeguarding your financial future, few financial tools offer the predictability and peace of mind that a fixed annuity provides. […]

What is a Fixed Annuity?

August 21, 2024 in life tagged annuities / Financial planning / Personal Finances / retirement planning / taxes by Jose Lerma

Photo by James Wheeler on Unsplash. We tend to think about life insurance as a rare-to-pull ripcord—a plan set in place for the worst of worst-case scenarios. But life insurance can do a lot more for you and your loved ones than you think! In this article, we’ll cover the […]

The Secret Benefits of Life Insurance

April 3, 2024 in life tagged benefits of life insurance / Financial planning / life insurance / retirement planning / will and testament by Cristin Dickey

retirement planning — Retirement Planning You may believe that retirement is such a far-off event, so there is no need to worry. While the first part may be true, planning and saving for retirement needs to start now. An average American aged 40-60 has less than $100,000 saved for their retirement income, which […]

Retirement Planning

April 2, 2021 in Health / life / Medicare tagged 401k / how much do I need to save for retirement / how to plan for retirement / Retirement / retirement planning / SSI by Kayla Gonzalez

Insurance For Retirement — How To Use Life Insurance to Supplement Retirement Income Enrique Torres, Life and Financial Product Specialist at Empower Brokerage, shares how to use life insurance for retirement. Specifically, permanent life insurance and how it can complement your retirement planning. Most of us think of saving money for retirement in either […]

How To Use Life Insurance to Supplement Retirement Income

January 29, 2021 in life tagged cash value / Financial planning / permanent life insurance / retirement planning / whole life insurance by Jenny McCann

Here we’ve compiled some basic IRA information to help in deciding if an IRA is right for you! — IRAs, or individual retirement accounts, are a great tool to help you reach your retirement goals. When you are planning your retirement, it is crucial to learn about the different types of savings accounts available to you and the benefits that having an IRA can bring. Here we’ve compiled some […]

Deciding if an IRA is Right For You

January 15, 2021 in life tagged Financial planning / IRA / retirement planning / Roth ira / Savings by Macee Hall

Here, we have compiled a list of financial mistakes to avoid over age 40. — Money doesn’t grow on trees, and you’ve likely figured that out by the time you’re in your 40s. At this point, your decisions matter more than ever because they lay the groundwork for the decades ahead. It can be hard to know what to spend now and what to save […]

Financial Mistakes to Avoid Over Age 40

October 17, 2020 in Health / life / Medicare tagged 401k / debt / Financial planning / life insurance / retirement planning by Macee Hall

Celebrating 100 years of life is a campaign created by AIG (who is also celebrating its 100th year!) encouraging Americans to embrace the idea of living to the ripe age of 100. There is so much life to live after retirement. Here are some interesting facts to help you plan […]

Celebrating 100 Years of Life

October 13, 2020 in life tagged annuities / finances / Financial planning / life insurance / retirement planning by Jeffrey Cooperstein

Why Is Protected Monthly Income Important? Recently, AIG released a checklist of things to discuss with your financial advisor about protected monthly income. As you are approaching retirement it is always important to do heavy planning so that you do not get caught off guard by unexpected expenses. However, many […]

Protected Monthly Income In Retirement

September 4, 2020 in life tagged annuities / finances / money management / retirement planning by Jenny McCann

the importance of seeing a financial professional — Speaking to a financial professional can make navigating the financial landscape much easier through their important services. It is vital to recognize the importance of financial planning for the financial future of you and your family. Importance Of Financial Planning Planning your finances is crucially important to think about early […]

The Importance Of Consulting A Financial Professional

August 18, 2020 in life tagged budgeting / finances / Financial planning / Personal Finances / retirement planning by Jenny McCann

The main source of retirement income for Americans is via the use of a 401(k). However, there is another option that should be considered when stashing your cash for retirement. An indexed universal life insurance plan (IUL for short) is a life insurance policy that can help maintain and […]

Using Indexed Universal Life Insurance to Maintain and Grow Wealth

August 17, 2020 in life tagged 401k / Financial planning / Personal Finances / Retirement / retirement planning by Jeffrey Cooperstein