Educational Blog
Managing Money as a Couple
What are the keys to prepare to grow wealthy together? When you marry or simply share a household with someone, your financial life changes—and your approach to managing your money may change as well. The good news is that it is usually not so difficult. At some...
7 Important Steps to Take to Reach Your Retirement Goals
All baby boomers will be older than 65 years by the year 2030. As the elderly population gradually outnumber the number of children in the USA, there’ll be a greater extent of financial dependence on relatives. This is a typical pattern in the USA, where more people...
Common Misconceptions: The Pros and Cons of Annuities
There are a lot of misconceptions surrounding annuities. Are annuities right for me? If so, what type is best? So how does an annuity work? If you’ve heard the term “annuity” being thrown around and aren’t very clear on what it means, you’re not alone. From what they...
Understanding Annuities Used For Retirement Planning And How To Make The Right Choice
This past year, total annuity sales hit a record high that has not been seen in over ten years. According to the Secure Retirement Institute, total annuity sales in the United States reached $241.7 billion, which is the highest total annuity sales since 2008. Why is...
7 Tips for Annually Rebalancing Your Retirement Accounts
Market prices are certain to fluctuate every year and cause your portfolio to fall out of sync with your target asset allocations. Rebalancing your retirement accounts is a vital practice for keeping your retirement plan on track. This should be at least an annual...