Educational Blog
5 Fascinating Facts About Retirement
Did you know that 55% of American workers plan to work even during retirement? While the concept of 'retirement' may conjure up blissful images of long walks, sunny days and leisurely reading, the reality is that many retirees are forced to continue working to sustain...
Indexed Annuity vs. Fixed Annuity: What’s the Difference?
Approximately 35% of Americans are changing the date they were planning on retiring since the pandemic started. The majority of these people are retiring later than they initially planned. However, compared to 2019, this year is showing that people are retiring almost...
Your Retirement Readiness Checklist: How to Ensure You’re Prepared
Getting ready to retire? As cited by most Americans, 67 is the ideal retirement age to go on an adventure or relax and enjoy your accomplishments. Unfortunately, most people don't have enough savings that match their retirement goals. In reality, two-thirds of...
Fixed Index Annuities: How to Get Stable Retirement Income With Low Risk
In the United States, the average person lives about 20 years after retirement, are you prepared financially? You might think that you'll worry about retirement later, but now is the perfect time to start planning. When you explore different retirement options, all...
The Ultimate Guide to Traveling in Retirement
67% of American workers dream of traveling once they retire, according to a survey from the TransAmerica Center For Retirement Studies. You've worked your whole life to reach this point, and you've finally made it. Your job is soon going to be far in the rearview...
7 Income Generating Ideas During Retirement
If you’re looking to enjoy a comfortable retirement, you’ll need income. And there are several ways to generate these types of earnings during retirement. After a lifetime of working, it can be great to have your money working for you, and you’ll also have money built...
Investment Strategies: How to Use Fixed Index Annuities
If you’ve been thinking about your retirement income, you’ve come to the right place. Many people want to protect retirement savings and don’t want to risk the rises and falls of the market. Almost fifty percent of Americans are afraid they’ll run out of money during...
How To Maximize Your Social Security
Social security is something that everyone thinks they understand until they consider retirement. Suddenly they find themselves trying to understand benefit amounts and what the right age for retirement is. For many, social security is their primary foundation for...
Tax Efficiency in Retirement
What role should taxes play in your investment decisions? Will you pay higher taxes in retirement? Do you have a 401(k) or a traditional IRA? If so, you will receive income from both after age 72. However, if you have saved and invested much of your life, you may also...
4 Tips For Creating Income You Won’t Outlive
Most people’s biggest concern when it comes to retirement is the thought of running out of income. This is definitely important, however, not something you should lose sleep over. There are many ways to ensure that you’ll have enough lifetime income to sustain your...