Retirement Planning

Annuities have a rich history dating back to Ancient Rome. Today, millions of Americans currently use annuities to supplement their retirement income. They can be an important part of a […]

The SECURE Act made big changes to many different retirement rules and guidelines when it was passed back in 2019. Well, get ready for more changes, courtesy of the SECURE

One of the first things people do once they get serious about planning and saving for retirement is look to a retirement calculator to find out how much they need

With so many retirement investment strategies to choose from, how can you know which are the best investments for income and retirement overall? The truth is that everyone’s situation is

Without goals we lack focus, and without focus we’re much less likely to succeed. That’s certainly true when it comes to planning for retirement. The idea of identifying your retirement

Since many Americans are enjoying more years in retirement, it’s become imperative for those approaching retirement to establish reliable streams of income they can count on. That’s the aim of

First, let’s start with a few sobering financial literacy facts: Over 50% of Americans live paycheck to paycheck1 20% of Americans don’t save any of their annual income for retirement2 Americans hold

Fixed income is commonly referred to as those types of investment securities that pay an investor fixed interest (or dividend) until its maturity date. Upon maturity, investors are repaid the

We all want to retire comfortably. But what does “comfortable” really mean when it comes to retirement? And how do you create a plan that helps you achieve it? Unfortunately,