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retirement planning

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

How long will I live? When it comes to retirement plans, there is always one big question. How long will I live? Because we can’t know exactly how long we will live or how healthy we will be this makes the retirement planning tricky. So how do you plan for […]

How long will I live?

March 15, 2020 in life tagged income / investing / money / Retirement / retirement planning by Jenny McCann

permanent life insurance for retirement saving — Problems With Social Security: And Why You Should Not Soley Rely On It For Retirement According to the annual 2019 Social Security and Medicare Board of Trustees Report, social security will be paying out more benefits than it generates revenue in 2020. The government will have to tap into social […]

Social Security: Should You Rely On It For Retirement?

October 25, 2019 in life tagged Financial planning / permanent life insurance / Retirement / retirement planning / social security by Jenny McCann

Life Insurance with a Long-Term Care Rider — I had an interesting conversation with my Aunt and Uncle, and I think the conversation is worth sharing. They were gravely concerned about not having enough coverage with their life insurance and considering changing to a different policy. I explained to them that adding a Hybrid Policy is just what […]

Why You Should Get a Hybrid Policy

October 11, 2019 in Health / life tagged life insurance / life insurance riders / long term care insurance / retirement planning by Admin

Empower financial risk spectrum — Life Insurance and The Financial Risk Spectrum The above graphic from AIG demonstrates a broad overview of a consumer’s financial risk spectrum over the course of their life. This is a great demonstration of how you can benefit with Term Life Insurance. Pre-Retirement Years As you can see on the […]

Life Insurance and The Financial Risk Spectrum

September 28, 2019 in life tagged cash value / life insurance / permanent life insurance / retirement planning / term life insurance by Jenny McCann

Long Term Care — Did you know that 4 out of 10 people over the age of 85 develop dementia? If you or someone in your family were in this situation, what would you do? Assuming that Medicare will take care of the costs might not be the best idea. Medicare will cover skilled […]

Consider Long Term Care

July 26, 2019 in life tagged Financial planning / life insurance / long term care insurance / permanent insurance / retirement planning by Jenny McCann

Saving for retirement is not something you have to worry about until you’re like 40, right? That should give you enough time! This statement is fore false than quotes found on the internet. So when should you start saving for retirement? Learn how and when to start, then act on […]

When Should You Start Saving for Retirement?

June 21, 2019 in life tagged 401k / annuities / Financial planning / retirement planning / Savings by Jenny McCann

Where you a fan of the Rolling Stones, the English rock band that ruled the late 20th century? With awards for Best Rock Album, & inducted in the Grammy Hall of Fame, the group has quite the reputation. This is especially true when considered one of if not the best […]

Alliance Teams Up With Legendary Band Rolling Stones For US ...

May 22, 2019 in life tagged annuities / Retirement / retirement planning by Jadon Sennet