Retirement

401(k) Plan Contribution Deadline
When should I start saving for Retirement? We hear this question often. The simple answer is, start saving as early as possible. The sooner the better. Here’s an example for illustration purposes. Let’s say the plan you and your agent set up calls for you to accumulate a certain amount […]

When should I start saving for Retirement?

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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?

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What is an annuity and what are the benefits? There are many different forms of annuities that come in two separate packages called deferred and immediate. A deferred annuity means the money is invested for a period of time until it is withdrawn (annuitized). This option is popular when saving […]

What Is An Annuity

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retirement planning
Retirement Planning Overview Consider retirement planning. First, have you started the early stages of planning your retirement? The first step is identifying what finances will support or fund your retirement. To make this process easy, think of your retirement as a three-legged stool. The first leg is Social Security. The second […]

The Three Biggest Components of Retirement Planning

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